KCIA
SURF

Kingsbury Capital Investment Advisors’s Surface Oncology, Inc. Common Stock SURF Stock Holding History

Kingsbury Capital Investment Advisors’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
Q3 		$150K Buy
144,217
+59,051
+69% +$94.4K 0.23% 66
2022
Q2 		$140K Buy
85,166
+53,778
+171% +$112K 0.19% 80
2022
Q1 		$92K Buy
+31,388
New +$110K 0.1% 88

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
DCM
DAFNA Capital Management Los Angeles, California $440M AUM 109.12% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Kingsbury Capital Investment Advisors's SURF Position: Q3 2022 in Review

Kingsbury Capital Investment Advisors increased its Surface Oncology, Inc. Common Stock (SURF) stake by 69% in Q3 2022, buying an estimated $94.4K and bringing the position to 144,217 shares worth $150K. The position accounts for 0.23% of the portfolio, ranked #66.

Kingsbury Capital Investment Advisors first reported a position in SURF in Q1 2022 and has held it in 3 quarters since. 79 funds tracked by Wall St. Rank hold SURF as of Q3 2022.

  • Kingsbury Capital Investment Advisors held 144,217 shares of Surface Oncology, Inc. Common Stock worth $150K as of Q3 2022.
  • Kingsbury Capital Investment Advisors bought 59,051 Surface Oncology, Inc. Common Stock shares in Q3 2022, an estimated $94.4K.
  • Surface Oncology, Inc. Common Stock made up 0.23% of Kingsbury Capital Investment Advisors's portfolio in Q3 2022, its #66 holding.
  • Kingsbury Capital Investment Advisors first reported a position in Surface Oncology, Inc. Common Stock in Q1 2022 and has held it in 3 quarters since.
  • 79 funds tracked by Wall St. Rank held Surface Oncology, Inc. Common Stock as of Q3 2022.

Based on Kingsbury Capital Investment Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.