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Smith Group Asset Management’s Surgery Partners SGRY Stock Holding History

Smith Group Asset Management’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
2024
Q4 		– Sell
-16,160
Closed -$521K – 201
2024
Q3 		$521K Buy
16,160
+5,282
+49% +$156K 0.04% 107
2024
Q2 		$259K Buy
10,878
+66
+0.6% +$1.69K 0.02% 126
2024
Q1 		$323K Hold
10,812
– – 0.02% 167
2023
Q4 		$346K Buy
+10,812
New +$314K 0.02% 153

Other funds holding SGRY

BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
KSCM
King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Smith Group Asset Management's SGRY Position: Q4 2024 in Review

Smith Group Asset Management sold out of Surgery Partners (SGRY) in Q4 2024, closing a stake of 16,160 shares — an estimated $521K sold.

Smith Group Asset Management first reported a position in SGRY in Q4 2023 and held it in 4 quarters. The position peaked at $521K in Q3 2024. 182 funds tracked by Wall St. Rank hold SGRY as of Q4 2024.

  • Smith Group Asset Management reported no remaining Surgery Partners position as of Q4 2024 after selling out during the quarter.
  • Smith Group Asset Management sold 16,160 Surgery Partners shares in Q4 2024, an estimated $521K.
  • Smith Group Asset Management first reported a position in Surgery Partners in Q4 2023 and held it in 4 quarters.
  • Smith Group Asset Management's Surgery Partners position peaked at $521K in Q3 2024.
  • 182 funds tracked by Wall St. Rank held Surgery Partners as of Q4 2024.

Based on Smith Group Asset Management's 13F filing for Q4 2024, filed 23 Jan 2025.