Wellington Management Group’s Surgery Partners SGRY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,091,756
| Closed | -$168M | – | 2003 |
|
|
2025
Q1 | $168M | Buy |
7,091,756
+1,165,667
| +20% | +$27.7M | 0.03% | 390 |
|
|
2024
Q4 | $125M | Sell |
5,926,089
-3,919,912
| -40% | -$83M | 0.02% | 481 |
|
|
2024
Q3 | $317M | Sell |
9,846,001
-617,585
| -6% | -$19.9M | 0.06% | 290 |
|
|
2024
Q2 | $249M | Buy |
10,463,586
+351,682
| +3% | +$8.37M | 0.04% | 334 |
|
|
2024
Q1 | $302M | Buy |
10,111,904
+1,793,728
| +22% | +$53.5M | 0.05% | 313 |
|
|
2023
Q4 | $266M | Buy |
8,318,176
+295,476
| +4% | +$9.45M | 0.05% | 337 |
|
|
2023
Q3 | $235M | Buy |
8,022,700
+1,511,396
| +23% | +$44.2M | 0.05% | 332 |
|
|
2023
Q2 | $293M | Sell |
6,511,304
-434,968
| -6% | -$19.6M | 0.06% | 311 |
|
|
2023
Q1 | $239M | Buy |
6,946,272
+151,794
| +2% | +$5.23M | 0.05% | 352 |
|
|
2022
Q4 | $189M | Buy |
+6,794,478
| New | +$189M | 0.04% | 399 |
|
|
2022
Q2 | – | Sell |
-5,511
| Closed | -$303K | – | 2182 |
|
|
2022
Q1 | $303K | Buy |
+5,511
| New | +$303K | ﹤0.01% | 2011 |
|
|
2021
Q4 | – | Sell |
-10,635
| Closed | -$450K | – | 2286 |
|
|
2021
Q3 | $450K | Buy |
+10,635
| New | +$450K | ﹤0.01% | 1956 |
|