| Quarter | Score |
|---|---|
| 2018-Q1 | 48.0 |
| 2018-Q2 | 48.3 |
| 2018-Q3 | 49.0 |
| 2019-Q2 | 48.1 |
| 2022-Q3 | 40.8 |
| 2022-Q4 | 50.0 |
| 2023-Q3 | 50.1 |
| 2023-Q4 | 36.6 |
| 2024-Q1 | 34.7 |
| 2024-Q2 | 68.6 |
| 2024-Q3 | 56.3 |
| 2024-Q4 | 56.5 |
| 2025-Q1 | 49.6 |
| 2025-Q2 | 45.1 |
| 2025-Q3 | 44.8 |
| 2025-Q4 | 45.5 |
| 2026-Q2 | 47.9 |
Stable institutional holding; maintain existing positions
Trading 16.0% below funds' estimated purchase price
1 of 16 tracked funds hold SGRY. Avg conviction: 0.2%. Net adding. First tracked at $16.80 (current -16.0% vs tracked).
Benchmark comparison unavailable
Prices are approximate, based on 13F reported values (position value / shares), not actual cost basis. Data covers 16 tracked value-oriented funds. Holdings are reported quarterly with a ~45-day lag. Stock splits may affect share count comparisons. Returns are not annualized.
| Fund | % of Portfolio | Action |
|---|---|---|
| Oaktree Capital | 0.2% | New Buy |