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Segall Bryant & Hamill’s Surgery Partners SGRY Stock Holding History

Segall Bryant & Hamill’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
Q3 		– Sell
-178,578
Closed -$3.97M – 632
2025
Q2 		$3.97M Buy
178,578
+30,145
+20% +$670K 0.06% 342
2025
Q1 		$3.53M Sell
148,433
-151,005
-50% -$3.57M 0.05% 360
2024
Q4 		$6.34M Sell
299,438
-4,029
-1% -$106K 0.09% 297
2024
Q3 		$9.78M Sell
303,467
-12,395
-4% -$366K 0.13% 235
2024
Q2 		$7.51M Buy
315,862
+8,594
+3% +$221K 0.13% 227
2024
Q1 		$9.17M Buy
307,268
+50,797
+20% +$1.59M 0.17% 202
2023
Q4 		$8.2M Buy
256,471
+61,468
+32% +$1.78M 0.16% 213
2023
Q3 		$5.7M Sell
195,003
-1,257
-0.6% -$45.2K 0.07% 306
2023
Q2 		$8.83M Buy
196,260
+908
+0.5% +$34.6K 0.09% 257
2023
Q1 		$6.73M Buy
195,352
+2,437
+1% +$79.1K 0.07% 295
2022
Q4 		$5.37M Buy
192,915
+13,381
+7% +$354K 0.06% 310
2022
Q3 		$4.2M Buy
179,534
+3,574
+2% +$114K 0.05% 339
2022
Q2 		$5.09M Buy
175,960
+52,351
+42% +$2.29M 0.06% 309
2022
Q1 		$6.8M Buy
123,609
+288
+0.2% +$14.2K 0.07% 267
2021
Q4 		$6.59M Buy
+123,321
New +$5.72M 0.06% 272

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
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KSCM
King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Segall Bryant & Hamill's SGRY Position: Q3 2025 in Review

Segall Bryant & Hamill sold out of Surgery Partners (SGRY) in Q3 2025, closing a stake of 178,578 shares — an estimated $3.97M sold.

Segall Bryant & Hamill first reported a position in SGRY in Q4 2021 and held it in 15 quarters. The position peaked at $9.78M in Q3 2024. 199 funds tracked by Wall St. Rank hold SGRY as of Q3 2025.

  • Segall Bryant & Hamill reported no remaining Surgery Partners position as of Q3 2025 after selling out during the quarter.
  • Segall Bryant & Hamill sold 178,578 Surgery Partners shares in Q3 2025, an estimated $3.97M.
  • Segall Bryant & Hamill first reported a position in Surgery Partners in Q4 2021 and held it in 15 quarters.
  • Segall Bryant & Hamill's Surgery Partners position peaked at $9.78M in Q3 2024.
  • 199 funds tracked by Wall St. Rank held Surgery Partners as of Q3 2025.

Based on Segall Bryant & Hamill's 13F filing for Q3 2025, filed 12 Nov 2025.