E. Ohman J:or Asset Management’s Surgery Partners SGRY Stock Holding History

E. Ohman J:or Asset 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	-965,828	Closed	-$20.9M	–	493
2025 Q3	$20.9M	Hold	965,828	–	–	0.49%	45
2025 Q2	$21.5M	Sell	965,828 -120,131	-11%	-$2.67M	0.53%	45
2025 Q1	$25.8M	Sell	1,085,959 -157,152	-13%	-$3.72M	0.69%	39
2024 Q4	$26.3M	Buy	1,243,111 +357,023	+40%	+$9.37M	0.61%	46
2024 Q3	$28.6M	Buy	886,088 +209,888	+31%	+$6.2M	0.71%	42
2024 Q2	$16.1M	Buy	+676,200	New	+$17.4M	0.4%	52

Other funds holding SGRY

BCI

Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return

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

KSCM

King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

E. Ohman J:or Asset Management's SGRY Position: Q4 2025 in Review

E. Ohman J:or Asset Management sold out of Surgery Partners (SGRY) in Q4 2025, closing a stake of 965,828 shares — an estimated $20.9M sold.

E. Ohman J:or Asset Management first reported a position in SGRY in Q2 2024 and held it in 6 quarters. The position peaked at $28.6M in Q3 2024. 180 funds tracked by Wall St. Rank hold SGRY as of Q4 2025.

E. Ohman J:or Asset Management reported no remaining Surgery Partners position as of Q4 2025 after selling out during the quarter.
E. Ohman J:or Asset Management sold 965,828 Surgery Partners shares in Q4 2025, an estimated $20.9M.
E. Ohman J:or Asset Management first reported a position in Surgery Partners in Q2 2024 and held it in 6 quarters.
E. Ohman J:or Asset Management's Surgery Partners position peaked at $28.6M in Q3 2024.
180 funds tracked by Wall St. Rank held Surgery Partners as of Q4 2025.

Based on E. Ohman J:or Asset Management's 13F filing for Q4 2025, filed 12 Jan 2026.