Aigen Investment Management’s Surgery Partners SGRY Stock Holding History

Aigen Investment Management’s Portfolio SGRY Stock Details SGRY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-17,745	Closed	-$384K	–	937
2025 Q3	$384K	Buy	+17,745	New	+$396K	0.06%	475
2024 Q1	–	Sell	-7,923	Closed	-$253K	–	976
2023 Q4	$253K	Sell	7,923 -11,955	-60%	-$347K	0.05%	557
2023 Q3	$581K	Buy	+19,878	New	+$715K	0.11%	308
2020 Q4	–	Sell	-14,848	Closed	-$325K	–	1016
2020 Q3	$325K	Buy	+14,848	New	+$264K	0.04%	509
2020 Q2	–	Sell	-26,726	Closed	-$175K	–	1233
2020 Q1	$175K	Buy	+26,726	New	+$381K	0.02%	748

Other funds holding SGRY

BCI

Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

KSCM

King Street Capital Management New York $190M AUM 16.01% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Aigen Investment Management's SGRY Position: Q4 2025 in Review

Aigen Investment Management sold out of Surgery Partners (SGRY) in Q4 2025, closing a stake of 17,745 shares — an estimated $384K sold.

Aigen Investment Management first reported a position in SGRY in Q1 2020 and held it in 5 quarters. The position peaked at $581K in Q3 2023. 181 funds tracked by Wall St. Rank hold SGRY as of Q4 2025.

Aigen Investment Management reported no remaining Surgery Partners position as of Q4 2025 after selling out during the quarter.
Aigen Investment Management sold 17,745 Surgery Partners shares in Q4 2025, an estimated $384K.
Aigen Investment Management first reported a position in Surgery Partners in Q1 2020 and held it in 5 quarters.
Aigen Investment Management's Surgery Partners position peaked at $581K in Q3 2023.
181 funds tracked by Wall St. Rank held Surgery Partners as of Q4 2025.

Based on Aigen Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.