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Royce & Associates’s Surgery Partners SGRY Stock Holding History

Royce & Associates’s Portfolio SGRY Stock Details SGRY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-24,347
Closed -$515K – 857
2024
Q4 		$515K Sell
24,347
-485,914
-95% -$12.8M ﹤0.01% 762
2024
Q3 		$16.5M Buy
510,261
+55,545
+12% +$1.64M 0.15% 190
2024
Q2 		$10.8M Buy
454,716
+166,680
+58% +$4.28M 0.1% 285
2024
Q1 		$8.59M Buy
+288,036
New +$9.01M 0.08% 371
2021
Q3 		– Sell
-92,475
Closed -$6.16M – 1010
2021
Q2 		$6.16M Sell
92,475
-577,865
-86% -$31.4M 0.04% 564
2021
Q1 		$29.7M Sell
670,340
-130,600
-16% -$4.85M 0.2% 148
2020
Q4 		$23.2M Buy
800,940
+7,564
+1% +$188K 0.19% 143
2020
Q3 		$17.4M Sell
793,376
-135,631
-15% -$2.41M 0.19% 142
2020
Q2 		$10.7M Sell
929,007
-172,500
-16% -$1.89M 0.12% 245
2020
Q1 		$7.19M Sell
1,101,507
-313,209
-22% -$4.46M 0.1% 279
2019
Q4 		$22.1M Sell
1,414,716
-15,593
-1% -$177K 0.2% 130
2019
Q3 		$10.6M Buy
1,430,309
+189,828
+15% +$1.36M 0.1% 296
2019
Q2 		$10.1M Buy
1,240,481
+182,100
+17% +$1.82M 0.09% 325
2019
Q1 		$11.9M Buy
1,058,381
+12,500
+1% +$157K 0.1% 284
2018
Q4 		$10.2M Buy
1,045,881
+71,548
+7% +$960K 0.09% 311
2018
Q3 		$16.1M Hold
974,333
– – 0.11% 280
2018
Q2 		$14.5M Sell
974,333
-79,394
-8% -$1.33M 0.1% 292
2018
Q1 		$18.1M Sell
1,053,727
-4,941
-0.5% -$77K 0.13% 219
2017
Q4 		$12.8M Buy
1,058,668
+377,086
+55% +$3.6M 0.09% 334
2017
Q3 		$7.05M Buy
681,582
+419,457
+160% +$6M 0.05% 471
2017
Q2 		$5.96M Buy
262,125
+114,999
+78% +$2.36M 0.04% 537
2017
Q1 		$2.87M Buy
147,126
+36,226
+33% +$704K 0.02% 754
2016
Q4 		$1.76M Buy
110,900
+88,400
+393% +$1.47M 0.01% 847
2016
Q3 		$455K Buy
+22,500
New +$413K ﹤0.01% 1004

Other funds holding SGRY

BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KSCM
King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Royce & Associates's SGRY Position: Q1 2025 in Review

Royce & Associates sold out of Surgery Partners (SGRY) in Q1 2025, closing a stake of 24,347 shares — an estimated $515K sold.

Royce & Associates first reported a position in SGRY in Q3 2016 and held it in 24 quarters. The position peaked at $29.7M in Q1 2021. 208 funds tracked by Wall St. Rank hold SGRY as of Q1 2025.

  • Royce & Associates reported no remaining Surgery Partners position as of Q1 2025 after selling out during the quarter.
  • Royce & Associates sold 24,347 Surgery Partners shares in Q1 2025, an estimated $515K.
  • Royce & Associates first reported a position in Surgery Partners in Q3 2016 and held it in 24 quarters.
  • Royce & Associates's Surgery Partners position peaked at $29.7M in Q1 2021.
  • 208 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2025.

Based on Royce & Associates's 13F filing for Q1 2025, filed 6 May 2025.