Maven Securities’s Surgery Partners SGRY Stock Holding History

Maven Securities’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 Q1	–	Sell	-25,000	Closed	-$529K	–	964
2024 Q4	$529K	Buy	+25,000	New	+$656K	0.01%	570
2024 Q1	–	Sell	-331,955	Closed	-$10.6M	–	883
2023 Q4	$10.6M	Buy	+331,955	New	+$9.63M	0.22%	77
2023 Q1	–	Sell	-150,000	Closed	-$4.18M	–	1048
2022 Q4	$4.18M	Buy	+150,000	New	+$3.97M	0.09%	122
2021 Q3	–	Sell	-100,000	Closed	-$6.57M	–	1248
2021 Q2	$6.57M	Hold	100,000	–	–	0.26%	65
2021 Q1	$4.41M	Buy	+100,000	New	+$3.71M	0.2%	101

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

KSCM

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

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

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

PCM

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

Maven Securities's SGRY Position: Q1 2025 in Review

Maven Securities sold out of Surgery Partners (SGRY) in Q1 2025, closing a stake of 25,000 shares — an estimated $529K sold.

Maven Securities first reported a position in SGRY in Q1 2021 and held it in 5 quarters. The position peaked at $10.6M in Q4 2023. 208 funds tracked by Wall St. Rank hold SGRY as of Q1 2025.

Maven Securities reported no remaining Surgery Partners position as of Q1 2025 after selling out during the quarter.
Maven Securities sold 25,000 Surgery Partners shares in Q1 2025, an estimated $529K.
Maven Securities first reported a position in Surgery Partners in Q1 2021 and held it in 5 quarters.
Maven Securities's Surgery Partners position peaked at $10.6M in Q4 2023.
208 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2025.

Based on Maven Securities's 13F filing for Q1 2025, filed 14 May 2025.