SignatureFD’s Surgery Partners SGRY Stock Holding History

SignatureFD’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
2026 Q1	$1.01K	Buy	+85	New	+$1.22K	﹤0.01%	3208
2025 Q4	–	Sell	-268	Closed	-$5.8K	–	3524
2025 Q3	$5.8K	Buy	268 +17	+7%	+$379	﹤0.01%	2615
2025 Q2	$5.58K	Sell	251 -874	-78%	-$19.4K	﹤0.01%	2573
2025 Q1	$26.7K	Buy	1,125 +28	+3%	+$663	﹤0.01%	1910
2024 Q4	$23.2K	Buy	1,097 +642	+141%	+$16.8K	﹤0.01%	1994
2024 Q3	$14.7K	Sell	455 -47	-9%	-$1.39K	﹤0.01%	2184
2024 Q2	$11.9K	Buy	502 +493	+5,478%	+$12.7K	﹤0.01%	2194
2024 Q1	$268	Hold	9	–	–	﹤0.01%	3074
2023 Q4	$288	Sell	9 -1,891	-100%	-$54.9K	﹤0.01%	3027
2023 Q3	$55.6K	Buy	+1,900	New	+$68.3K	﹤0.01%	1340
2023 Q2	–	Sell	-7	Closed	-$241	–	3355
2023 Q1	$241	Buy	+7	New	+$227	﹤0.01%	3172
2022 Q4	–	Sell	-1,850	Closed	-$43K	–	3402
2022 Q3	$43K	Buy	+1,850	New	+$59.1K	﹤0.01%	1346
2022 Q2	–	Sell	-1,175	Closed	-$65K	–	3327
2022 Q1	$65K	Hold	1,175	–	–	﹤0.01%	1244
2021 Q4	$63K	Buy	+1,175	New	+$54.5K	﹤0.01%	1231
2020 Q3	–	Sell	-78	Closed	-$1K	–	2748
2020 Q2	$1K	Buy	+78	New	+$855	﹤0.01%	2374

Other funds holding SGRY

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

Pentwater Capital Management Naples, Florida $14.1B AUM 58.13% 1-Year Est. Return

King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.7T 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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM