Wolverine Asset Management’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 | $912K | Hold |
76,529
| – | – | 0.01% | 804 |
|
|
2025
Q4 | $1.18M | Buy |
76,529
+10,000
| +15% | +$184K | 0.02% | 746 |
|
|
2025
Q3 | $1.44M | Hold |
66,529
| – | – | 0.02% | 649 |
|
|
2025
Q2 | $1.48M | Hold |
66,529
| – | – | 0.02% | 602 |
|
|
2025
Q1 | $1.58M | Buy |
66,529
+43,336
| +187% | +$1.03M | 0.03% | 579 |
|
|
2024
Q4 | $491K | Hold |
23,193
| – | – | 0.01% | 870 |
|
|
2024
Q3 | $748K | Hold |
23,193
| – | – | 0.01% | 773 |
|
|
2024
Q2 | $552K | Buy |
+23,193
| New | +$595K | 0.01% | 819 |
|
|
2024
Q1 | – | Sell |
-7,713
| Closed | -$247K | – | 1982 |
|
|
2023
Q4 | $247K | Sell |
7,713
-9,555
| -55% | -$277K | ﹤0.01% | 1019 |
|
|
2023
Q3 | $505K | Sell |
17,268
-2,357
| -12% | -$84.7K | 0.01% | 876 |
|
|
2023
Q2 | $883K | Sell |
19,625
-15,859
| -45% | -$605K | 0.02% | 714 |
|
|
2023
Q1 | $1.22M | Sell |
35,484
-1,050
| -3% | -$34.1K | 0.02% | 633 |
|
|
2022
Q4 | $1.02M | Buy |
36,534
+3,293
| +10% | +$87.2K | 0.02% | 742 |
|
|
2022
Q3 | $777K | Buy |
33,241
+16,700
| +101% | +$533K | 0.01% | 867 |
|
|
2022
Q2 | $478K | Buy |
16,541
+400
| +2% | +$17.5K | 0.01% | 1001 |
|
|
2022
Q1 | $888K | Hold |
16,141
| – | – | 0.01% | 792 |
|
|
2021
Q4 | $862K | Hold |
16,141
| – | – | 0.01% | 845 |
|
|
2021
Q3 | $683K | Buy |
16,141
+13,742
| +573% | +$701K | 0.01% | 878 |
|
|
2021
Q2 | $159K | Buy |
+2,399
| New | +$130K | ﹤0.01% | 1334 |
|
|
2021
Q1 | – | Sell |
-18,754
| Closed | -$544K | – | 2331 |
|
|
2020
Q4 | $544K | Sell |
18,754
-22,936
| -55% | -$571K | 0.01% | 822 |
|
|
2020
Q3 | $913K | Sell |
41,690
-80,000
| -66% | -$1.42M | 0.01% | 590 |
|
|
2020
Q2 | $1.41M | Buy |
121,690
+4,304
| +4% | +$47.2K | 0.02% | 461 |
|
|
2020
Q1 | $766K | Buy |
117,386
+48,185
| +70% | +$687K | 0.02% | 575 |
|
|
2019
Q4 | $1.08M | Sell |
69,201
-166,578
| -71% | -$1.89M | 0.02% | 601 |
|
|
2019
Q3 | $1.74M | Buy |
235,779
+72,406
| +44% | +$518K | 0.04% | 459 |
|
|
2019
Q2 | $1.33M | Buy |
163,373
+58,977
| +56% | +$588K | 0.03% | 550 |
|
|
2019
Q1 | $1.18M | Sell |
104,396
-26,410
| -20% | -$333K | 0.03% | 602 |
|
|
2018
Q4 | $1.28M | Buy |
130,806
+67,750
| +107% | +$909K | 0.03% | 703 |
|
|
2018
Q3 | $1.04M | Sell |
63,056
-7,107
| -10% | -$113K | 0.02% | 786 |
|
|
2018
Q2 | $1.04M | Buy |
70,163
+58,336
| +493% | +$978K | 0.03% | 754 |
|
|
2018
Q1 | $202K | Sell |
11,827
-160,917
| -93% | -$2.51M | ﹤0.01% | 1151 |
|
|
2017
Q4 | $2.09M | Sell |
172,744
-1,026
| -0.6% | -$9.81K | 0.04% | 504 |
|
|
2017
Q3 | $1.8M | Buy |
+173,770
| New | +$2.48M | 0.05% | 513 |
|
Other funds holding SGRY
BCI
PCM
KSCM
VPM
VCM