Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s Surgery Partners SGRY Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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
Q3 		– Sell
-32,759
Closed -$728K – 2153
2025
Q2 		$728K Sell
32,759
-51,331
-61% -$1.14M ﹤0.01% 1584
2025
Q1 		$2M Buy
+84,090
New +$1.99M ﹤0.01% 1202

Other funds holding SGRY

BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KSCM
King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's SGRY Position: Q3 2025 in Review

Universal-Beteiligungs- und Servicegesellschaft sold out of Surgery Partners (SGRY) in Q3 2025, closing a stake of 32,759 shares — an estimated $728K sold.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in SGRY in Q1 2025 and held it in 2 quarters. The position peaked at $2M in Q1 2025. 199 funds tracked by Wall St. Rank hold SGRY as of Q3 2025.

  • Universal-Beteiligungs- und Servicegesellschaft reported no remaining Surgery Partners position as of Q3 2025 after selling out during the quarter.
  • Universal-Beteiligungs- und Servicegesellschaft sold 32,759 Surgery Partners shares in Q3 2025, an estimated $728K.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Surgery Partners in Q1 2025 and held it in 2 quarters.
  • Universal-Beteiligungs- und Servicegesellschaft's Surgery Partners position peaked at $2M in Q1 2025.
  • 199 funds tracked by Wall St. Rank held Surgery Partners as of Q3 2025.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q3 2025, filed 30 Oct 2025.