State of Wyoming’s Surgery Partners SGRY Stock Holding History

State of Wyoming’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	-4,002	Closed	-$84.7K	–	1826
2024 Q4	$84.7K	Buy	4,002 +1,943	+94%	+$51K	0.01%	1246
2024 Q3	$66.4K	Sell	2,059 -2,509	-55%	-$74.1K	0.01%	1317
2024 Q2	$109K	Buy	4,568 +1,955	+75%	+$50.2K	0.02%	967
2024 Q1	$77.9K	Buy	2,613 +1,438	+122%	+$45K	0.01%	1151
2023 Q4	$37.6K	Buy	+1,175	New	+$34.1K	0.01%	1433
2023 Q3	–	Sell	-1,518	Closed	-$68.3K	–	1797
2023 Q2	$68.3K	Sell	1,518 -1,322	-47%	-$50.4K	0.02%	1019
2023 Q1	$97.9K	Buy	2,840 +689	+32%	+$22.4K	0.03%	791
2022 Q4	$59.9K	Buy	2,151 +1,343	+166%	+$35.6K	0.02%	998
2022 Q3	$19K	Buy	+808	New	+$25.8K	0.01%	1347
2022 Q1	–	Sell	-795	Closed	-$42K	–	1999
2021 Q4	$42K	Buy	+795	New	+$36.9K	0.02%	1195

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

State of Wyoming's SGRY Position: Q1 2025 in Review

State of Wyoming sold out of Surgery Partners (SGRY) in Q1 2025, closing a stake of 4,002 shares — an estimated $84.7K sold.

State of Wyoming first reported a position in SGRY in Q4 2021 and held it in 10 quarters. The position peaked at $109K in Q2 2024. 208 funds tracked by Wall St. Rank hold SGRY as of Q1 2025.

State of Wyoming reported no remaining Surgery Partners position as of Q1 2025 after selling out during the quarter.
State of Wyoming sold 4,002 Surgery Partners shares in Q1 2025, an estimated $84.7K.
State of Wyoming first reported a position in Surgery Partners in Q4 2021 and held it in 10 quarters.
State of Wyoming's Surgery Partners position peaked at $109K in Q2 2024.
208 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2025.

Based on State of Wyoming's 13F filing for Q1 2025, filed 14 May 2025.