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Surgery Partners shares owned by Pathstone Holdings

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

Historical chart of Pathstone Holdings investment in Surgery Partners

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

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Quarterly reported holdings in Surgery Partners by Pathstone Holdings

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.0M 44k 23.79
2024-03-31 $965k 32k 29.83
2023-12-31 $465k 15k 31.99

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Top funds holding Surgery Partners

Bain Capital Investors
FMR
Wellington Management Company
BlackRock
Vanguard Group
ClearBridge Advisors
Deerfield Management Company
Henderson Group
Durable Capital Partners
Dimensional Fund Advisors
Geode Capital Management
State Street Corporation
Goldman Sachs Group
Avidity Partners Management
Point72 Asset Management

View all funds holding Surgery Partners