UBS Group’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 | $121M | Buy |
10,191,781
+2,387,807
| +31% | +$34.3M | 0.02% | 915 |
|
|
2025
Q4 | $121M | Buy |
7,803,974
+4,113,052
| +111% | +$75.6M | 0.02% | 889 |
|
|
2025
Q3 | $79.9M | Buy |
3,690,922
+1,239,549
| +51% | +$27.7M | 0.02% | 1212 |
|
|
2025
Q2 | $54.5M | Buy |
2,451,373
+761,527
| +45% | +$16.9M | 0.01% | 1441 |
|
|
2025
Q1 | $40.1M | Buy |
1,689,846
+699,688
| +71% | +$16.6M | 0.01% | 1684 |
|
|
2024
Q4 | $21M | Buy |
990,158
+842,020
| +568% | +$22.1M | ﹤0.01% | 2269 |
|
|
2024
Q3 | $4.78M | Buy |
148,138
+540
| +0.4% | +$15.9K | ﹤0.01% | 3119 |
|
|
2024
Q2 | $3.51M | Sell |
147,598
-39,602
| -21% | -$1.02M | ﹤0.01% | 3194 |
|
|
2024
Q1 | $5.58M | Buy |
187,200
+186,351
| +21,949% | +$5.83M | ﹤0.01% | 2857 |
|
|
2023
Q4 | $27.2K | Buy |
849
+246
| +41% | +$7.14K | ﹤0.01% | 6909 |
|
|
2023
Q3 | $17.6K | Sell |
603
-48,848
| -99% | -$1.76M | ﹤0.01% | 6871 |
|
|
2023
Q2 | $2.22M | Buy |
49,451
+38,886
| +368% | +$1.48M | ﹤0.01% | 3420 |
|
|
2023
Q1 | $364K | Buy |
10,565
+5,121
| +94% | +$166K | ﹤0.01% | 4936 |
|
|
2022
Q4 | $152K | Buy |
5,444
+4,057
| +293% | +$107K | ﹤0.01% | 5718 |
|
|
2022
Q3 | $33K | Buy |
1,387
+444
| +47% | +$14.2K | ﹤0.01% | 6772 |
|
|
2022
Q2 | $27K | Sell |
943
-6,526
| -87% | -$285K | ﹤0.01% | 6520 |
|
|
2022
Q1 | $411K | Sell |
7,469
-9,108
| -55% | -$450K | ﹤0.01% | 4831 |
|
|
2021
Q4 | $885K | Buy |
16,577
+10,205
| +160% | +$473K | ﹤0.01% | 4498 |
|
|
2021
Q3 | $270K | Sell |
6,372
-3,015
| -32% | -$154K | ﹤0.01% | 5105 |
|
|
2021
Q2 | $625K | Sell |
9,387
-9,107
| -49% | -$495K | ﹤0.01% | 4559 |
|
|
2021
Q1 | $818K | Buy |
18,494
+7,250
| +64% | +$269K | ﹤0.01% | 4453 |
|
|
2020
Q4 | $326K | Buy |
11,244
+10,405
| +1,240% | +$259K | ﹤0.01% | 4914 |
|
|
2020
Q3 | $18K | Sell |
839
-6,931
| -89% | -$123K | ﹤0.01% | 6401 |
|
|
2020
Q2 | $90K | Sell |
7,770
-7,457
| -49% | -$81.7K | ﹤0.01% | 5386 |
|
|
2020
Q1 | $100K | Sell |
15,227
-17,087
| -53% | -$244K | ﹤0.01% | 5295 |
|
|
2019
Q4 | $506K | Buy |
32,314
+13,600
| +73% | +$154K | ﹤0.01% | 4830 |
|
|
2019
Q3 | $138K | Buy |
18,714
+14,035
| +300% | +$100K | ﹤0.01% | 5549 |
|
|
2019
Q2 | $38K | Buy |
4,679
+4,165
| +810% | +$41.5K | ﹤0.01% | 6143 |
|
|
2019
Q1 | $5K | Sell |
514
-9,987
| -95% | -$126K | ﹤0.01% | 7181 |
|
|
2018
Q4 | $103K | Buy |
10,501
+5,662
| +117% | +$76K | ﹤0.01% | 5517 |
|
|
2018
Q3 | $80K | Buy |
4,839
+1,344
| +38% | +$21.4K | ﹤0.01% | 5766 |
|
|
2018
Q2 | $52K | Buy |
3,495
+1,229
| +54% | +$20.6K | ﹤0.01% | 5932 |
|
|
2018
Q1 | $39K | Buy |
2,266
+909
| +67% | +$14.2K | ﹤0.01% | 5899 |
|
|
2017
Q4 | $17K | Sell |
1,357
-210
| -13% | -$2.01K | ﹤0.01% | 6682 |
|
|
2017
Q3 | $16K | Buy |
1,567
+1,125
| +255% | +$16.1K | ﹤0.01% | 6606 |
|
|
2017
Q2 | $10K | Sell |
442
-374
| -46% | -$7.69K | ﹤0.01% | 6779 |
|
|
2017
Q1 | $16K | Sell |
816
-3,684
| -82% | -$71.6K | ﹤0.01% | 6316 |
|
|
2016
Q4 | $72K | Buy |
4,500
+3,097
| +221% | +$51.5K | ﹤0.01% | 5539 |
|
|
2016
Q3 | $28K | Sell |
1,403
-1,516
| -52% | -$27.8K | ﹤0.01% | 6006 |
|
|
2016
Q2 | $52K | Buy |
2,919
+2,602
| +821% | +$38.7K | ﹤0.01% | 5493 |
|
|
2016
Q1 | $4K | Sell |
317
-360
| -53% | -$5.57K | ﹤0.01% | 7107 |
|
|
2015
Q4 | $14K | Buy |
+677
| New | +$12.9K | ﹤0.01% | 7072 |
|
Other funds holding SGRY
BCI
PCM
KSCM
VPM
VCM
DKCM