Thornburg Investment Management’s Surgery Partners SGRY Stock Holding History

Thornburg Investment 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
2025 Q1	–	Sell	-89,687	Closed	-$1.9M	–	192
2024 Q4	$1.9M	Sell	89,687 -1,344	-1%	-$35.3K	0.03%	160
2024 Q3	$2.93M	Sell	91,031 -2,046	-2%	-$60.4K	0.04%	160
2024 Q2	$2.21M	Hold	93,077	–	–	0.03%	165
2024 Q1	$2.78M	Sell	93,077 -2,294	-2%	-$71.8K	0.04%	164
2023 Q4	$3.05M	Buy	95,371 +7,903	+9%	+$229K	0.04%	162
2023 Q3	$2.56M	Buy	87,468 +18,060	+26%	+$649K	0.04%	163
2023 Q2	$3.12M	Buy	+69,408	New	+$2.65M	0.05%	153

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 $6.73T AUM 46.02% 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

Thornburg Investment Management's SGRY Position: Q1 2025 in Review

Thornburg Investment Management sold out of Surgery Partners (SGRY) in Q1 2025, closing a stake of 89,687 shares — an estimated $1.9M sold.

Thornburg Investment Management first reported a position in SGRY in Q2 2023 and held it in 7 quarters. The position peaked at $3.12M in Q2 2023. 208 funds tracked by Wall St. Rank hold SGRY as of Q1 2025.

Thornburg Investment Management reported no remaining Surgery Partners position as of Q1 2025 after selling out during the quarter.
Thornburg Investment Management sold 89,687 Surgery Partners shares in Q1 2025, an estimated $1.9M.
Thornburg Investment Management first reported a position in Surgery Partners in Q2 2023 and held it in 7 quarters.
Thornburg Investment Management's Surgery Partners position peaked at $3.12M in Q2 2023.
208 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2025.

Based on Thornburg Investment Management's 13F filing for Q1 2025, filed 8 May 2025.