Envestnet Asset Management Inc Surgery Partners, Inc. Transaction History

Envestnet Asset Management Inc

$299 Billion
Q1 2025

A detailed history of Envestnet Asset Management Inc transactions in Surgery Partners, Inc. stock. As of the latest transaction made, Envestnet Asset Management Inc holds 30,479 shares of SGRY stock, worth $677,548. This represents 0.0% of its overall portfolio holdings.

Number of Shares

30,479

Previous 32,707 6.81%

Holding current value

$677,548

Previous $692,000 4.48%

% of portfolio

0.0%

Previous 0.0%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	SELL	$19.85 - $25.87 $44,225 - $57,638	-2,228 Reduced 6.81%	30,479 $723,000
Q4 2024 Feb 12, 2025	BUY	$19.61 - $33.03 $97,147 - $163,630	4,954 Added 17.85%	32,707 $692,000
Q3 2024 Nov 06, 2024	BUY	$23.08 - $33.69 $56,430 - $82,372	2,445 Added 9.66%	27,753 $894,000
Q2 2024 Aug 08, 2024	SELL	$23.04 - $28.88 $83,957 - $105,238	-3,644 Reduced 12.59%	25,308 $602,000
Q1 2024 May 13, 2024	BUY	$27.52 - $35.07 $140,737 - $179,347	5,114 Added 21.45%	28,952 $863,000
Q4 2023 Feb 13, 2024	BUY	$22.32 - $35.51 $97,426 - $155,001	4,365 Added 22.42%	23,838 $762,000
Q3 2023 Nov 13, 2023	BUY	$28.3 - $44.54 $224,305 - $353,024	7,926 Added 68.64%	19,473 $569,000
Q2 2023 Aug 04, 2023	BUY	$34.13 - $45.09 $59,795 - $78,997	1,752 Added 17.89%	11,547 $519,000
Q1 2023 May 11, 2023	SELL	$26.3 - $35.94 $89,183 - $121,872	-3,391 Reduced 25.72%	9,795 $337,000
Q4 2022 Feb 07, 2023	BUY	$22.3 - $29.78 $6,132 - $8,189	275 Added 2.13%	13,186 $367,000
Q3 2022 Nov 10, 2022	SELL	$23.4 - $39.38 $4,726 - $7,954	-202 Reduced 1.54%	12,911 $302,000
Q2 2022 Aug 03, 2022	BUY	$27.55 - $61.69 $35,759 - $80,073	1,298 Added 10.99%	13,113 $379,000
Q1 2022 May 04, 2022	BUY	$41.21 - $56.74 $80,854 - $111,323	1,962 Added 19.91%	11,815 $650,000
Q4 2021 Feb 04, 2022	BUY	$37.9 - $54.36 $169,034 - $242,445	4,460 Added 82.7%	9,853 $526,000
Q3 2021 Oct 07, 2021	SELL	$41.9 - $65.33 $2,430 - $3,789	-58 Reduced 1.06%	5,393 $228,000
Q2 2021 Aug 04, 2021	BUY	$42.6 - $67.05 $7,242 - $11,398	170 Added 3.22%	5,451 $363,000
Q1 2021 May 04, 2021	BUY	$27.6 - $44.26 $145,755 - $233,737	5,281 New	5,281 $234,000

Others Institutions Holding SGRY

# of Institutions

234

Shares Held

132M

Call Options Held

2.54M

Put Options Held

734K

View Full List

About Surgery Partners, Inc.

Ticker SGRY
Exchange NASDAQ
Sector Healthcare
Industry Medical Care Facilities
Shares Outstandng 89,935,296
Market Cap $2B
Description
Surgery Partners, Inc., through its subsidiaries, owns and operates a network of surgical facilities and ancillary services in the United States. The company operates through two segments, Surgical Facility Services and Ancillary Services. Its surgical facilities comprise ambulatory surgery centers and surgical hospitals that offer non-emergency...

More about SGRY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Envestnet Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Asset Management Inc with notifications on news.

Account

Envestnet Asset Management Inc Surgery Partners, Inc. Transaction History