SEI Investments’s Surgery Partners SGRY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-14,844
| Closed | -$330K | – | 2899 |
|
|
2025
Q2 | $330K | Sell |
14,844
-16,320
| -52% | -$363K | ﹤0.01% | 2369 |
|
|
2025
Q1 | $740K | Sell |
31,164
-12,502
| -29% | -$296K | ﹤0.01% | 2009 |
|
|
2024
Q4 | $924K | Buy |
43,666
+5,333
| +14% | +$140K | ﹤0.01% | 1978 |
|
|
2024
Q3 | $1.24M | Buy |
38,333
+8,963
| +31% | +$265K | ﹤0.01% | 1879 |
|
|
2024
Q2 | $699K | Buy |
+29,370
| New | +$754K | ﹤0.01% | 2042 |
|
|
2024
Q1 | – | Sell |
-16,240
| Closed | -$520K | – | 2695 |
|
|
2023
Q4 | $520K | Sell |
16,240
-53,578
| -77% | -$1.55M | ﹤0.01% | 2093 |
|
|
2023
Q3 | $2.04M | Buy |
69,818
+42,701
| +157% | +$1.54M | ﹤0.01% | 1586 |
|
|
2023
Q2 | $1.22M | Sell |
27,117
-4,237
| -14% | -$162K | ﹤0.01% | 1816 |
|
|
2023
Q1 | $1.08M | Buy |
31,354
+14,056
| +81% | +$456K | ﹤0.01% | 1845 |
|
|
2022
Q4 | $482K | Buy |
17,298
+1,100
| +7% | +$29.1K | ﹤0.01% | 2014 |
|
|
2022
Q3 | $379K | Sell |
16,198
-5,210
| -24% | -$166K | ﹤0.01% | 2218 |
|
|
2022
Q2 | $619K | Sell |
21,408
-251
| -1% | -$11K | ﹤0.01% | 2015 |
|
|
2022
Q1 | $1.19M | Buy |
21,659
+7,833
| +57% | +$387K | ﹤0.01% | 1755 |
|
|
2021
Q4 | $738K | Sell |
13,826
-1,273
| -8% | -$59K | ﹤0.01% | 1955 |
|
|
2021
Q3 | $639K | Sell |
15,099
-20,844
| -58% | -$1.06M | ﹤0.01% | 1956 |
|
|
2021
Q2 | $2.4M | Buy |
35,943
+17,817
| +98% | +$968K | 0.01% | 1438 |
|
|
2021
Q1 | $748K | Buy |
+18,126
| New | +$673K | ﹤0.01% | 1871 |
|
|
2018
Q3 | – | Sell |
-64,400
| Closed | -$960K | – | 3298 |
|
|
2018
Q2 | $960K | Sell |
64,400
-23,581
| -27% | -$395K | ﹤0.01% | 1606 |
|
|
2018
Q1 | $1.51M | Sell |
87,981
-116,819
| -57% | -$1.82M | 0.01% | 1303 |
|
|
2017
Q4 | $2.48M | Sell |
204,800
-19,000
| -8% | -$182K | 0.01% | 1198 |
|
|
2017
Q3 | $2.32M | Sell |
223,800
-7,200
| -3% | -$103K | 0.01% | 1168 |
|
|
2017
Q2 | $5.25M | Sell |
231,000
-16,600
| -7% | -$341K | 0.02% | 819 |
|
|
2017
Q1 | $4.83M | Sell |
247,600
-24,400
| -9% | -$474K | 0.02% | 810 |
|
|
2016
Q4 | $4.31M | Buy |
272,000
+31,900
| +13% | +$530K | 0.02% | 836 |
|
|
2016
Q3 | $4.86M | Sell |
240,100
-21,900
| -8% | -$402K | 0.02% | 718 |
|
|
2016
Q2 | $4.69M | Buy |
262,000
+22,000
| +9% | +$327K | 0.03% | 672 |
|
|
2016
Q1 | $3.18M | Buy |
240,000
+83,800
| +54% | +$1.3M | 0.02% | 789 |
|
|
2015
Q4 | $3.2M | Buy |
+156,200
| New | +$2.98M | 0.02% | 814 |
|
Other funds holding SGRY
BCI
PCM
KSCM
SEI Investments's SGRY Position: Q3 2025 in Review
SEI Investments sold out of Surgery Partners (SGRY) in Q3 2025, closing a stake of 14,844 shares — an estimated $330K sold.
SEI Investments first reported a position in SGRY in Q4 2015 and held it in 28 quarters. The position peaked at $5.25M in Q2 2017. 199 funds tracked by Wall St. Rank hold SGRY as of Q3 2025.
- SEI Investments reported no remaining Surgery Partners position as of Q3 2025 after selling out during the quarter.
- SEI Investments sold 14,844 Surgery Partners shares in Q3 2025, an estimated $330K.
- SEI Investments first reported a position in Surgery Partners in Q4 2015 and held it in 28 quarters.
- SEI Investments's Surgery Partners position peaked at $5.25M in Q2 2017.
- 199 funds tracked by Wall St. Rank held Surgery Partners as of Q3 2025.
Based on SEI Investments's 13F filing for Q3 2025, filed 13 Nov 2025.