Ipswich Investment Management’s Surface Oncology, Inc. Common Stock SURF Stock Holding History

Ipswich Investment Management’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
2022 Q4	–	Sell	-10,000	Closed	-$10K	–	182
2022 Q3	$10K	Sell	10,000 -2,050	-17%	-$3.28K	﹤0.01%	171
2022 Q2	$20K	Sell	12,050 -4,000	-25%	-$8.31K	0.01%	176
2022 Q1	$47K	Sell	16,050 -3,000	-16%	-$10.5K	0.01%	189
2021 Q4	$91K	Sell	19,050 -1,500	-7%	-$9.68K	0.02%	199
2021 Q3	$156K	Sell	20,550 -11,450	-36%	-$73.3K	0.04%	192
2021 Q2	$239K	Buy	+32,000	New	+$247K	0.06%	181

Other funds holding SURF

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Ipswich Investment Management's SURF Position: Q4 2022 in Review

Ipswich Investment Management sold out of Surface Oncology, Inc. Common Stock (SURF) in Q4 2022, closing a stake of 10,000 shares — an estimated $10K sold.

Ipswich Investment Management first reported a position in SURF in Q2 2021 and held it in 6 quarters. The position peaked at $239K in Q2 2021. 79 funds tracked by Wall St. Rank hold SURF as of Q4 2022.

Ipswich Investment Management reported no remaining Surface Oncology, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
Ipswich Investment Management sold 10,000 Surface Oncology, Inc. Common Stock shares in Q4 2022, an estimated $10K.
Ipswich Investment Management first reported a position in Surface Oncology, Inc. Common Stock in Q2 2021 and held it in 6 quarters.
Ipswich Investment Management's Surface Oncology, Inc. Common Stock position peaked at $239K in Q2 2021.
79 funds tracked by Wall St. Rank held Surface Oncology, Inc. Common Stock as of Q4 2022.

Based on Ipswich Investment Management's 13F filing for Q4 2022, filed 1 Feb 2023.