EAM Investors’s SurgePays SURG Stock Holding History

EAM Investors’s Portfolio SURG Stock Details SURG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-226,482	Closed	-$1.66M	–	373
2023 Q2	$1.66M	Buy	+226,482	New	+$1.35M	0.31%	157
2023 Q1	–	Sell	-238,959	Closed	-$1.57M	–	363
2022 Q4	$1.57M	Sell	238,959 -549	-0.2%	-$3.31K	0.32%	138
2022 Q3	$1.09M	Sell	239,508 -39,982	-14%	-$204K	0.24%	189
2022 Q2	$1.35M	Buy	+279,490	New	+$1.18M	0.33%	134

Other funds holding SURG

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

Praetorian PR Rincon, Puerto Rico $275M AUM 84.95% 1-Year Est. Return

MYDA Advisors Woodmere, New York $608M AUM 77.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Trexquant Investment Stamford, Connecticut $13.9B AUM 31.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EAM Investors's SURG Position: Q3 2023 in Review

EAM Investors sold out of SurgePays (SURG) in Q3 2023, closing a stake of 226,482 shares — an estimated $1.66M sold.

EAM Investors first reported a position in SURG in Q2 2022 and held it in 4 quarters. The position peaked at $1.66M in Q2 2023. 28 funds tracked by Wall St. Rank hold SURG as of Q3 2023.

EAM Investors reported no remaining SurgePays position as of Q3 2023 after selling out during the quarter.
EAM Investors sold 226,482 SurgePays shares in Q3 2023, an estimated $1.66M.
EAM Investors first reported a position in SurgePays in Q2 2022 and held it in 4 quarters.
EAM Investors's SurgePays position peaked at $1.66M in Q2 2023.
28 funds tracked by Wall St. Rank held SurgePays as of Q3 2023.

Based on EAM Investors's 13F filing for Q3 2023, filed 13 Nov 2023.