Oxford Asset Management’s Surgery Partners SGRY Stock Holding History

Oxford 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 Q2	–	Sell	-74,202	Closed	-$1.76M	–	741
2025 Q1	$1.76M	Buy	+74,202	New	+$1.76M	0.81%	15
2020 Q1	–	Sell	-94,272	Closed	-$1.48M	–	1116
2019 Q4	$1.48M	Buy	+94,272	New	+$1.07M	0.04%	610
2017 Q3	–	Sell	-14,291	Closed	-$325K	–	1681
2017 Q2	$325K	Buy	+14,291	New	+$294K	0.01%	1243
2017 Q1	–	Sell	-71,632	Closed	-$1.14M	–	1469
2016 Q4	$1.14M	Sell	71,632 -24,978	-26%	-$415K	0.04%	446
2016 Q3	$1.96M	Sell	96,610 -69,345	-42%	-$1.27M	0.06%	410
2016 Q2	$2.97M	Buy	165,955 +67,285	+68%	+$1M	0.1%	273
2016 Q1	$1.31M	Sell	98,670 -51,465	-34%	-$796K	0.04%	453
2015 Q4	$3.18M	Buy	+150,135	New	+$2.87M	0.07%	292

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

PCM

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

KSCM

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

BlackRock New York $5.72T AUM 30.48% 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

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

Oxford Asset Management's SGRY Position: Q2 2025 in Review

Oxford Asset Management sold out of Surgery Partners (SGRY) in Q2 2025, closing a stake of 74,202 shares — an estimated $1.76M sold.

Oxford Asset Management first reported a position in SGRY in Q4 2015 and held it in 8 quarters. The position peaked at $3.18M in Q4 2015. 201 funds tracked by Wall St. Rank hold SGRY as of Q2 2025.

Oxford Asset Management reported no remaining Surgery Partners position as of Q2 2025 after selling out during the quarter.
Oxford Asset Management sold 74,202 Surgery Partners shares in Q2 2025, an estimated $1.76M.
Oxford Asset Management first reported a position in Surgery Partners in Q4 2015 and held it in 8 quarters.
Oxford Asset Management's Surgery Partners position peaked at $3.18M in Q4 2015.
201 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2025.

Based on Oxford Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.