Lazard Asset Management’s SurgePays SURG Stock Holding History

Lazard Asset 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
2024 Q3	–	Sell	-582	Closed	-$1K	–	2449
2024 Q2	$1K	Buy	+582	New	+$2.2K	﹤0.01%	2187

Other funds holding SURG

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

CCC

Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Truvestments Capital Sarasota, Florida $554M AUM 32.49% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Lazard Asset Management's SURG Position: Q3 2024 in Review

Lazard Asset Management sold out of SurgePays (SURG) in Q3 2024, closing a stake of 582 shares — an estimated $1K sold.

Lazard Asset Management first reported a position in SURG in Q2 2024 and held it in 1 quarter. The position peaked at $1K in Q2 2024. 27 funds tracked by Wall St. Rank hold SURG as of Q3 2024.

Lazard Asset Management reported no remaining SurgePays position as of Q3 2024 after selling out during the quarter.
Lazard Asset Management sold 582 SurgePays shares in Q3 2024, an estimated $1K.
Lazard Asset Management first reported a position in SurgePays in Q2 2024 and held it in 1 quarter.
Lazard Asset Management's SurgePays position peaked at $1K in Q2 2024.
27 funds tracked by Wall St. Rank held SurgePays as of Q3 2024.

Based on Lazard Asset Management's 13F filing for Q3 2024, filed 14 Nov 2024.