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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

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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

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Spdr Ser Tr Portfolio S&p400 (SPMD)
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Vanguard Index Fds Real Estate Etf (VNQ)
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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
King Street Capital Management
Victory Capital Management
E. Ohman J:or Asset Management AB

View all funds holding Surgery Partners