Zacks Investment Management’s Surgery Partners SGRY Stock Holding History

Zacks Investment Management’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
2024 Q4	–	Sell	-10,095	Closed	-$325K	–	762
2024 Q3	$325K	Sell	10,095 -1,660	-14%	-$49K	﹤0.01%	543
2024 Q2	$280K	Sell	11,755 -1,302	-10%	-$33.4K	﹤0.01%	518
2024 Q1	$389K	Buy	13,057 +3,055	+31%	+$95.6K	﹤0.01%	507
2023 Q4	$320K	Sell	10,002 -4,186	-30%	-$121K	﹤0.01%	517
2023 Q3	$415K	Hold	14,188	–	–	0.01%	472
2023 Q2	$638K	Hold	14,188	–	–	0.01%	430
2023 Q1	$489K	Buy	14,188 +20	+0.1%	+$649	0.01%	454
2022 Q4	$395K	Sell	14,168 -1,970	-12%	-$52.2K	0.01%	467
2022 Q3	$378K	Sell	16,138 -814	-5%	-$26K	0.01%	457
2022 Q2	$490K	Sell	16,952 -1,513	-8%	-$66.1K	0.01%	435
2022 Q1	$1.02M	Buy	18,465 +15	+0.1%	+$742	0.01%	365
2021 Q4	$985K	Buy	+18,450	New	+$856K	0.01%	378

Other funds holding SGRY

BCI

Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

KSCM

King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Zacks Investment Management's SGRY Position: Q4 2024 in Review

Zacks Investment Management sold out of Surgery Partners (SGRY) in Q4 2024, closing a stake of 10,095 shares — an estimated $325K sold.

Zacks Investment Management first reported a position in SGRY in Q4 2021 and held it in 12 quarters. The position peaked at $1.02M in Q1 2022. 182 funds tracked by Wall St. Rank hold SGRY as of Q4 2024.

Zacks Investment Management reported no remaining Surgery Partners position as of Q4 2024 after selling out during the quarter.
Zacks Investment Management sold 10,095 Surgery Partners shares in Q4 2024, an estimated $325K.
Zacks Investment Management first reported a position in Surgery Partners in Q4 2021 and held it in 12 quarters.
Zacks Investment Management's Surgery Partners position peaked at $1.02M in Q1 2022.
182 funds tracked by Wall St. Rank held Surgery Partners as of Q4 2024.

Based on Zacks Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.