ETF Holdings Breakdown of SGRY

SGRY institutional holdings

Date	ETF ISIN/Name	Num Shares	Book value
2025-10-17	IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc)	10,375	USD 213,621
2025-10-17	IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc))	55,683	USD 1,146,513 -2.5%
2025-10-17	IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc))	489	USD 10,069 -2.5%
Total =		66,547	USD 1,370,203

Book value of shares is calculated on the adjusted close price of each day (row).

News associated with SGRY

Analysts Set Surgery Partners, Inc. (NASDAQ:SGRY) PT at $33.00

Shares of Surgery Partners, Inc. (NASDAQ:SGRY – Get Free Report) have received an average recommendation of “Moderate Buy” from the nine brokerages that are covering the company, MarketBeat.com reports. Three research analysts have rated the stock with a hold rating and six have given a buy rating to the company. The average 12-month price target […] - 2025-09-18 03:00:52

Surgery Partners, Inc. (NASDAQ:SGRY) Given Average Recommendation of “Moderate Buy” by Brokerages

Surgery Partners, Inc. (NASDAQ:SGRY – Get Free Report) has been assigned a consensus recommendation of “Moderate Buy” from the nine analysts that are presently covering the stock, Marketbeat Ratings reports. Three research analysts have rated the stock with a hold rating and six have given a buy rating to the company. The average 12 month […] - 2025-08-21 02:41:05

Surgery Partners Breaks Above 200-Day Moving Average - Bullish for SGRY

In trading on Wednesday, shares of Surgery Partners Inc (Symbol: SGRY) crossed above their 200 day moving average of $23.21, changing hands as high as $23.80 per share. Surgery Partners Inc shares are currently trading up about 3.4% on the day. The chart below shows the one ye - 2025-08-13 14:34:36

Natixis Advisors LLC Invests $292,000 in Surgery Partners, Inc. (NASDAQ:SGRY)

Natixis Advisors LLC purchased a new position in shares of Surgery Partners, Inc. (NASDAQ:SGRY – Free Report) in the 1st quarter, HoldingsChannel.com reports. The institutional investor purchased 12,281 shares of the company’s stock, valued at approximately $292,000. Several other large investors also recently made changes to their positions in SGRY. Modera Wealth Management LLC acquired […] - 2025-08-13 04:30:56

XTX Topco Ltd Purchases Shares of 20,151 Surgery Partners, Inc. (NASDAQ:SGRY)

XTX Topco Ltd purchased a new stake in Surgery Partners, Inc. (NASDAQ:SGRY – Free Report) during the 1st quarter, HoldingsChannel reports. The fund purchased 20,151 shares of the company’s stock, valued at approximately $479,000. Several other institutional investors and hedge funds have also recently modified their holdings of the business. Universal Beteiligungs und Servicegesellschaft mbH […] - 2025-08-08 04:41:03

Surgery Partners (SGRY) Q2 Revenue Up 8%

Key PointsRevenue (GAAP) rose 8.4% to $826.2 million, topping expectations for GAAP revenue and supporting full-year guidance reaffirmation. - 2025-08-06 02:09:09

Envestnet Asset Management Inc. Has $724,000 Stock Position in Surgery Partners, Inc. (NASDAQ:SGRY)

Envestnet Asset Management Inc. lowered its holdings in shares of Surgery Partners, Inc. (NASDAQ:SGRY – Free Report) by 6.8% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 30,479 shares of the company’s stock after selling 2,228 shares during the period. Envestnet Asset Management […] - 2025-08-04 05:58:54

84,090 Shares in Surgery Partners, Inc. (NASDAQ:SGRY) Purchased by Universal Beteiligungs und Servicegesellschaft mbH

Universal Beteiligungs und Servicegesellschaft mbH acquired a new position in Surgery Partners, Inc. (NASDAQ:SGRY – Free Report) in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 84,090 shares of the company’s stock, valued at approximately $1,997,000. Other hedge funds also recently added to or […] - 2025-07-31 05:52:55

Bank of America Begins Coverage on Surgery Partners (NASDAQ:SGRY)

Bank of America initiated coverage on shares of Surgery Partners (NASDAQ:SGRY – Get Free Report) in a research report issued to clients and investors on Monday. The brokerage set a “buy” rating and a $28.00 price target on the stock. Bank of America‘s price target indicates a potential upside of 25.39% from the stock’s previous […] - 2025-07-30 03:08:44

California State Teachers Retirement System Has $1.39 Million Stake in Surgery Partners, Inc. (NASDAQ:SGRY)

California State Teachers Retirement System decreased its holdings in shares of Surgery Partners, Inc. (NASDAQ:SGRY – Free Report) by 1.1% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 65,864 shares of the company’s stock after selling 763 shares during […] - 2025-06-09 05:04:50

Surgery Partners (NASDAQ:SGRY) Price Target Cut to $24.00 by Analysts at Barclays

Surgery Partners (NASDAQ:SGRY – Get Free Report) had its target price cut by equities researchers at Barclays from $25.00 to $24.00 in a research report issued on Tuesday,Benzinga reports. The firm presently has an “equal weight” rating on the stock. Barclays‘s price target would suggest a potential upside of 4.85% from the stock’s previous close. […] - 2025-05-29 02:36:46

State of Wyoming Boosts Stock Holdings in Surgery Partners, Inc. (NASDAQ:SGRY)

State of Wyoming raised its holdings in shares of Surgery Partners, Inc. (NASDAQ:SGRY – Free Report) by 94.4% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 4,002 shares of the company’s stock after buying an additional 1,943 shares during the period. […] - 2025-05-28 05:15:07

ProShare Advisors LLC Has $458,000 Stock Holdings in Surgery Partners, Inc. (NASDAQ:SGRY)

ProShare Advisors LLC boosted its stake in shares of Surgery Partners, Inc. (NASDAQ:SGRY – Free Report) by 49.0% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 21,629 shares of the company’s stock after buying an additional 7,116 shares during the period. ProShare Advisors LLC’s holdings in Surgery Partners were worth $458,000 as of […] - 2025-05-27 06:10:49

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Boosts Holdings in Surgery Partners, Inc. (NASDAQ:SGRY)

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its holdings in Surgery Partners, Inc. (NASDAQ:SGRY – Free Report) by 3.9% during the 4th quarter, Holdings Channel reports. The firm owned 43,678 shares of the company’s stock after purchasing an additional 1,640 shares during the quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.’s holdings in Surgery Partners were […] - 2025-05-27 04:47:03

The Manufacturers Life Insurance Company Lowers Stock Position in Surgery Partners, Inc. (NASDAQ:SGRY)

The Manufacturers Life Insurance Company lessened its holdings in Surgery Partners, Inc. (NASDAQ:SGRY – Free Report) by 1.6% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 43,902 shares of the company’s stock after selling 699 shares during the quarter. The Manufacturers Life Insurance […] - 2025-05-15 05:38:47

Barclays PLC Increases Stock Holdings in Surgery Partners, Inc. (NASDAQ:SGRY)

Barclays PLC lifted its stake in shares of Surgery Partners, Inc. (NASDAQ:SGRY – Free Report) by 9.3% in the 4th quarter, Holdings Channel reports. The institutional investor owned 141,094 shares of the company’s stock after acquiring an additional 11,961 shares during the quarter. Barclays PLC’s holdings in Surgery Partners were worth $2,987,000 as of its […] - 2025-04-30 05:12:48

Analysts Set Surgery Partners, Inc. (NASDAQ:SGRY) Price Target at $36.63

Surgery Partners, Inc. (NASDAQ:SGRY – Get Free Report) has been given an average rating of “Moderate Buy” by the nine research firms that are covering the firm, Marketbeat reports. Two equities research analysts have rated the stock with a hold recommendation and seven have issued a buy recommendation on the company. The average 1-year target […] - 2025-04-21 03:03:02

Noteworthy Wednesday Option Activity: SGRY, DLTR, CRM

Looking at options trading activity among components of the Russell 3000 index, there is noteworthy activity today in Surgery Partners Inc (Symbol: SGRY), where a total volume of 4,626 contracts has been traded thus far today, a contract volume which is representative of approxi - 2025-04-16 16:17:24

Surgery Partners (NASDAQ:SGRY) Reaches New 1-Year Low – What’s Next?

Surgery Partners, Inc. (NASDAQ:SGRY – Get Free Report)’s share price reached a new 52-week low during mid-day trading on Monday . The stock traded as low as $19.50 and last traded at $20.55, with a volume of 1280394 shares traded. The stock had previously closed at $21.11. Analyst Upgrades and Downgrades A number of brokerages […] - 2025-04-08 04:56:57

Surgery Partners (NASDAQ:SGRY) Earns “Outperform” Rating from Royal Bank of Canada

Surgery Partners (NASDAQ:SGRY – Get Free Report)‘s stock had its “outperform” rating restated by stock analysts at Royal Bank of Canada in a research report issued on Tuesday,Benzinga reports. They currently have a $35.00 price target on the stock. Royal Bank of Canada’s price target would suggest a potential upside of 45.71% from the company’s […] - 2025-03-27 04:46:50

Surgery Partners, Inc. (NASDAQ:SGRY) Receives Average Recommendation of “Moderate Buy” from Brokerages

Surgery Partners, Inc. (NASDAQ:SGRY – Get Free Report) has been assigned a consensus recommendation of “Moderate Buy” from the nine ratings firms that are presently covering the firm, MarketBeat reports. Two investment analysts have rated the stock with a hold rating and seven have issued a buy rating on the company. The average 1 year […] - 2025-03-24 04:24:48

Macquarie Lowers Surgery Partners (NASDAQ:SGRY) Price Target to $33.00

Surgery Partners (NASDAQ:SGRY – Get Free Report) had its price target reduced by analysts at Macquarie from $34.00 to $33.00 in a research report issued on Tuesday,Benzinga reports. The firm currently has an “outperform” rating on the stock. Macquarie’s price target indicates a potential upside of 41.03% from the stock’s previous close. Several other research […] - 2025-03-13 04:41:05

Principal Financial Group Inc. Grows Holdings in Surgery Partners, Inc. (NASDAQ:SGRY)

Principal Financial Group Inc. grew its position in Surgery Partners, Inc. (NASDAQ:SGRY – Free Report) by 8.8% in the fourth quarter, HoldingsChannel reports. The fund owned 49,549 shares of the company’s stock after acquiring an additional 3,997 shares during the quarter. Principal Financial Group Inc.’s holdings in Surgery Partners were worth $1,049,000 at the end […] - 2025-03-06 08:01:19

Surgery Partners, Inc. (NASDAQ:SGRY) Shares Bought by KBC Group NV

KBC Group NV lifted its stake in Surgery Partners, Inc. (NASDAQ:SGRY – Free Report) by 66.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 3,962 shares of the company’s stock after acquiring an additional 1,577 shares during the period. KBC […] - 2025-02-10 16:33:09

Noteworthy Tuesday Option Activity: FFIV, LLY, SGRY

Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in F5 Inc (Symbol: FFIV), where a total of 2,350 contracts have traded so far, representing approximately 235,000 underlying shares. That amounts to about 53.6% of FFIV's a - 2025-01-28 18:21:42

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