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SCM
Sterling Capital Management’s
Surgery Partners
SGRY
Stock Holding History
Sterling Capital 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
2026
Q1
$30.6K
Sell
2,563
-1,895
-43%
-$27.2K
﹤0.01%
1834
2025
Q4
$68.9K
Sell
4,458
-898
-17%
-$16.5K
﹤0.01%
1674
2025
Q3
$116K
Buy
5,356
+3,298
+160%
+$73.6K
﹤0.01%
1481
2025
Q2
$45.7K
Buy
2,058
+733
+55%
+$16.3K
﹤0.01%
1531
2025
Q1
$31.5K
Sell
1,325
-82,740
-98%
-$1.96M
﹤0.01%
1538
2024
Q4
$1.78M
Buy
84,065
+24,694
+42%
+$648K
0.02%
452
2024
Q3
$1.91M
Buy
+59,371
New
+$1.75M
0.02%
397
2017
Q4
–
Sell
-20,330
Closed
-$210K
–
946
2017
Q3
$210K
Buy
+20,330
New
+$291K
﹤0.01%
879
2017
Q1
–
Sell
-67,893
Closed
-$1.08M
–
1004
2016
Q4
$1.08M
Sell
67,893
-13,733
-17%
-$228K
0.01%
549
2016
Q3
$1.65M
Buy
81,626
+26,056
+47%
+$479K
0.02%
426
2016
Q2
$995K
Buy
+55,570
New
+$827K
0.01%
530
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3.23%
1-Year Est. Return
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37.72%
1-Year Est. Return
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58.13%
1-Year Est. Return
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$328M AUM
0.61%
1-Year Est. Return
UBS Group
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$564B AUM
30.12%
1-Year Est. Return
BlackRock
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$5.7T AUM
30.48%
1-Year Est. Return
Dimensional Fund Advisors
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$481B AUM
30.42%
1-Year Est. Return
ClearBridge Investments
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$115B AUM
24.78%
1-Year Est. Return
VPM
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$1.91T AUM
VCM
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Malvern, Pennsylvania
$4.04T AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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