UBS AM’s Surgery Partners SGRY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $18.9M | Buy |
1,589,368
+488,822
| +44% | +$7.02M | ﹤0.01% | 902 |
|
|
2025
Q4 | $17M | Buy |
1,100,546
+55,501
| +5% | +$1.02M | ﹤0.01% | 904 |
|
|
2025
Q3 | $22.6M | Sell |
1,045,045
-116,582
| -10% | -$2.6M | ﹤0.01% | 783 |
|
|
2025
Q2 | $25.8M | Buy |
1,161,627
+649,821
| +127% | +$14.4M | 0.01% | 940 |
|
|
2025
Q1 | $12.2M | Sell |
511,806
-43,348
| -8% | -$1.03M | ﹤0.01% | 1148 |
|
|
2024
Q4 | $11.8M | Sell |
555,154
-23,394
| -4% | -$614K | ﹤0.01% | 1177 |
|
|
2024
Q3 | $18.7M | Sell |
578,548
-1,768
| -0.3% | -$52.2K | ﹤0.01% | 977 |
|
|
2024
Q2 | $13.8M | Buy |
580,316
+65,810
| +13% | +$1.69M | ﹤0.01% | 1006 |
|
|
2024
Q1 | $15.3M | Buy |
514,506
+19,064
| +4% | +$596K | 0.01% | 873 |
|
|
2023
Q4 | $15.8M | Buy |
495,442
+98,078
| +25% | +$2.85M | 0.01% | 836 |
|
|
2023
Q3 | $11.6M | Buy |
397,364
+9,519
| +2% | +$342K | 0.01% | 910 |
|
|
2023
Q2 | $13.4M | Hold |
387,845
| – | – | 0.01% | 866 |
|
|
2023
Q1 | $13.4M | Buy |
387,845
+3,494
| +0.9% | +$113K | 0.01% | 866 |
|
|
2022
Q4 | $10.7M | Buy |
384,351
+62,456
| +19% | +$1.65M | 0.01% | 915 |
|
|
2022
Q3 | $7.53M | Sell |
321,895
-51,536
| -14% | -$1.65M | ﹤0.01% | 1057 |
|
|
2022
Q2 | $10.8M | Sell |
373,431
-9,946
| -3% | -$435K | 0.01% | 931 |
|
|
2022
Q1 | $21.1M | Sell |
383,377
-17,423
| -4% | -$862K | 0.01% | 833 |
|
|
2021
Q4 | $21.4M | Sell |
400,800
-12,462
| -3% | -$578K | 0.01% | 882 |
|
|
2021
Q3 | $17.5M | Buy |
413,262
+378,797
| +1,099% | +$19.3M | 0.01% | 905 |
|
|
2021
Q2 | $2.3M | Buy |
34,465
+8,313
| +32% | +$451K | ﹤0.01% | 1786 |
|
|
2021
Q1 | $1.16M | Buy |
26,152
+3,084
| +13% | +$115K | ﹤0.01% | 2020 |
|
|
2020
Q4 | $669K | Hold |
23,068
| – | – | ﹤0.01% | 2178 |
|
|
2020
Q3 | $505K | Buy |
23,068
+9,968
| +76% | +$177K | ﹤0.01% | 2139 |
|
|
2020
Q2 | $152K | Buy |
+13,100
| New | +$144K | ﹤0.01% | 2425 |
|
|
2016
Q4 | – | Sell |
-15,200
| Closed | -$308K | – | 2636 |
|
|
2016
Q3 | $308K | Hold |
15,200
| – | – | ﹤0.01% | 2253 |
|
|
2016
Q2 | $272K | Buy |
+15,200
| New | +$226K | ﹤0.01% | 2273 |
|
Other funds holding SGRY
BCI
PCM
KSCM
VPM
VCM