Creative Planning »

Surgery Partners shares owned by Creative Planning

Quarter-by-quarter ownership of Surgery Partners (SGRY) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Surgery Partners

Tip: Access up to 7 years of quarterly data

All positions including Surgery Partners held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Surgery Partners by Creative Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $258k 8.0k 32.24
2016-12-31 $3.0k 200 15.00

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr National Mun Etf (MUB)

View all positions for Creative Planning

Top funds holding Surgery Partners

Bain Capital Investors
BlackRock
BlackRock
Vanguard Group
ClearBridge Advisors
Henderson Group
Dimensional Fund Advisors
Invesco
Geode Capital Management
State Street Corporation
Deerfield Management Company
Goldman Sachs Group
Victory Capital Management
E. Ohman J:or Asset Management AB
Avidity Partners Management

View all funds holding Surgery Partners