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Kennedy Capital Management’s SurgePays SURG Stock Holding History

Kennedy Capital Management’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
Q2 		– Sell
-19,990
Closed -$89.8K – 695
2023
Q1 		$89.8K Hold
19,990
– – ﹤0.01% 611
2022
Q4 		$131K Buy
+19,990
New +$121K ﹤0.01% 604

Other funds holding SURG

PP
Praetorian PR Rincon, Puerto Rico $275M AUM 84.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MA
MYDA Advisors Woodmere, New York $608M AUM 77.08% 1-Year Est. Return
EI
EAM Investors Solana Beach, California $866M AUM 377.14% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
TDC
Thompson Davis & Co Richmond, Virginia $167M AUM 33.45% 1-Year Est. Return

Kennedy Capital Management's SURG Position: Q2 2023 in Review

Kennedy Capital Management sold out of SurgePays (SURG) in Q2 2023, closing a stake of 19,990 shares — an estimated $89.8K sold.

Kennedy Capital Management first reported a position in SURG in Q4 2022 and held it in 2 quarters. The position peaked at $131K in Q4 2022. 30 funds tracked by Wall St. Rank hold SURG as of Q2 2023.

  • Kennedy Capital Management reported no remaining SurgePays position as of Q2 2023 after selling out during the quarter.
  • Kennedy Capital Management sold 19,990 SurgePays shares in Q2 2023, an estimated $89.8K.
  • Kennedy Capital Management first reported a position in SurgePays in Q4 2022 and held it in 2 quarters.
  • Kennedy Capital Management's SurgePays position peaked at $131K in Q4 2022.
  • 30 funds tracked by Wall St. Rank held SurgePays as of Q2 2023.

Based on Kennedy Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.