SJS Investment Consulting’s Surgery Partners SGRY Stock Holding History

SJS Investment Consulting’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	-1	Closed	-$22	–	1662
2024 Q4	$22	Sell	1 -19	-95%	-$499	﹤0.01%	1583
2024 Q3	$645	Buy	20 +8	+67%	+$236	﹤0.01%	1238
2024 Q2	$286	Sell	12 -2	-14%	-$51	﹤0.01%	1445
2024 Q1	$418	Buy	14 +2	+17%	+$63	﹤0.01%	1343
2023 Q4	$384	Hold	12	–	–	﹤0.01%	1324
2023 Q3	$351	Sell	12 -6	-33%	-$216	﹤0.01%	1324
2023 Q2	$810	Buy	18 +13	+260%	+$496	﹤0.01%	978
2023 Q1	$173	Hold	5	–	–	﹤0.01%	1389
2022 Q4	$139	Buy	5 +2	+67%	+$53	﹤0.01%	1459
2022 Q3	$0	Buy	+3	New	+$96	﹤0.01%	1494
2022 Q1	$0	Buy	+1	New	+$49	﹤0.01%	1263

Other funds holding SGRY

BCI

Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 New York $115B AUM 24.78% 1-Year Est. Return

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

SJS Investment Consulting's SGRY Position: Q1 2025 in Review

SJS Investment Consulting sold out of Surgery Partners (SGRY) in Q1 2025, closing a stake of 1 share — an estimated $22 sold.

SJS Investment Consulting first reported a position in SGRY in Q1 2022 and held it in 11 quarters. The position peaked at $810 in Q2 2023. 208 funds tracked by Wall St. Rank hold SGRY as of Q1 2025.

SJS Investment Consulting reported no remaining Surgery Partners position as of Q1 2025 after selling out during the quarter.
SJS Investment Consulting sold 1 Surgery Partners share in Q1 2025, an estimated $22.
SJS Investment Consulting first reported a position in Surgery Partners in Q1 2022 and held it in 11 quarters.
SJS Investment Consulting's Surgery Partners position peaked at $810 in Q2 2023.
208 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2025.

Based on SJS Investment Consulting's 13F filing for Q1 2025, filed 15 Apr 2025.