E
SURF

Ergoteles’s Surface Oncology, Inc. Common Stock SURF Stock Holding History

Ergoteles’s Portfolio SURF Stock Details SURF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-52,234
Closed -$42.8K – 1939
2022
Q4 		$42.8K Buy
+52,234
New +$51.5K ﹤0.01% 1310
2022
Q3 		– Sell
-138,039
Closed -$226K – 2147
2022
Q2 		$226K Buy
+138,039
New +$287K 0.01% 1260

Other funds holding SURF

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return
AVAI
Atlas Venture Associates IX Boston, Massachusetts $11.8M AUM 58.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
DCM
DAFNA Capital Management Los Angeles, California $440M AUM 109.12% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Ergoteles's SURF Position: Q1 2023 in Review

Ergoteles sold out of Surface Oncology, Inc. Common Stock (SURF) in Q1 2023, closing a stake of 52,234 shares — an estimated $42.8K sold.

Ergoteles first reported a position in SURF in Q2 2022 and held it in 2 quarters. The position peaked at $226K in Q2 2022. 71 funds tracked by Wall St. Rank hold SURF as of Q1 2023.

  • Ergoteles reported no remaining Surface Oncology, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Ergoteles sold 52,234 Surface Oncology, Inc. Common Stock shares in Q1 2023, an estimated $42.8K.
  • Ergoteles first reported a position in Surface Oncology, Inc. Common Stock in Q2 2022 and held it in 2 quarters.
  • Ergoteles's Surface Oncology, Inc. Common Stock position peaked at $226K in Q2 2022.
  • 71 funds tracked by Wall St. Rank held Surface Oncology, Inc. Common Stock as of Q1 2023.

Based on Ergoteles's 13F filing for Q1 2023, filed 10 May 2023.