SO
SGRY icon

STRS Ohio’s Surgery Partners SGRY Stock Holding History

STRS Ohio’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
-1,400
Closed -$45.1K – 2031
2024
Q3 		$45.1K Sell
1,400
-500
-26% -$14.8K ﹤0.01% 1815
2024
Q2 		$45.2K Buy
1,900
+1,400
+280% +$35.9K ﹤0.01% 1807
2024
Q1 		$14K Sell
500
-1,100
-69% -$34.4K ﹤0.01% 1866
2023
Q4 		$51K Buy
+1,600
New +$46.4K ﹤0.01% 1774
2023
Q3 		– Sell
-2,100
Closed -$94K – 2034
2023
Q2 		$94K Buy
+2,100
New +$80.1K ﹤0.01% 1732
2021
Q3 		– Sell
-8,900
Closed -$592K – 2312
2021
Q2 		$592K Sell
8,900
-14,400
-62% -$782K ﹤0.01% 1505
2021
Q1 		$1.03M Sell
23,300
-3,100
-12% -$115K ﹤0.01% 1146
2020
Q4 		$765K Hold
26,400
– – ﹤0.01% 1224
2020
Q3 		$578K Sell
26,400
-18,200
-41% -$324K ﹤0.01% 1242
2020
Q2 		$516K Sell
44,600
-25,900
-37% -$284K ﹤0.01% 1289
2020
Q1 		$460K Buy
70,500
+27,500
+64% +$392K ﹤0.01% 1194
2019
Q4 		$673K Sell
43,000
-28,600
-40% -$324K ﹤0.01% 1218
2019
Q3 		$528K Hold
71,600
– – ﹤0.01% 1248
2019
Q2 		$582K Buy
71,600
+23,800
+50% +$237K ﹤0.01% 1200
2019
Q1 		$539K Hold
47,800
– – ﹤0.01% 1229
2018
Q4 		$467K Buy
47,800
+3,900
+9% +$52.3K ﹤0.01% 1285
2018
Q3 		$724K Sell
43,900
-4,200
-9% -$67K ﹤0.01% 1116
2018
Q2 		$716K Buy
48,100
+27,700
+136% +$464K ﹤0.01% 1165
2018
Q1 		$349K Hold
20,400
– – ﹤0.01% 1407
2017
Q4 		$246K Hold
20,400
– – ﹤0.01% 1469
2017
Q3 		$211K Hold
20,400
– – ﹤0.01% 1532
2017
Q2 		$464K Buy
20,400
+6,900
+51% +$142K ﹤0.01% 1358
2017
Q1 		$263K Buy
+13,500
New +$262K ﹤0.01% 1488
2016
Q1 		– Sell
-5,200
Closed -$80.4K – 1928
2015
Q4 		$106K Buy
+5,200
New +$99.4K ﹤0.01% 1665

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

STRS Ohio's SGRY Position: Q4 2024 in Review

STRS Ohio sold out of Surgery Partners (SGRY) in Q4 2024, closing a stake of 1,400 shares — an estimated $45.1K sold.

STRS Ohio first reported a position in SGRY in Q4 2015 and held it in 24 quarters. The position peaked at $1.03M in Q1 2021. 182 funds tracked by Wall St. Rank hold SGRY as of Q4 2024.

  • STRS Ohio reported no remaining Surgery Partners position as of Q4 2024 after selling out during the quarter.
  • STRS Ohio sold 1,400 Surgery Partners shares in Q4 2024, an estimated $45.1K.
  • STRS Ohio first reported a position in Surgery Partners in Q4 2015 and held it in 24 quarters.
  • STRS Ohio's Surgery Partners position peaked at $1.03M in Q1 2021.
  • 182 funds tracked by Wall St. Rank held Surgery Partners as of Q4 2024.

Based on STRS Ohio's 13F filing for Q4 2024, filed 28 May 2025.