Mariner’s SurgePays SURG Stock Holding History

Mariner’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 Q4	–	Sell	-43,400	Closed	-$79.9K	–	3502
2024 Q3	$79.9K	Hold	43,400	–	–	﹤0.01%	3127
2024 Q2	$138K	Buy	43,400 +15,900	+58%	+$60.1K	﹤0.01%	2885
2024 Q1	$106K	Buy	+27,500	New	+$183K	﹤0.01%	2920

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CCM

Corsair Capital Management New York $673M AUM 109.99% 1-Year Est. Return

MCA

Millennium Capital Advisors Little Rock, Arkansas $183M AUM 33.88% 1-Year Est. Return

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Mariner's SURG Position: Q4 2024 in Review

Mariner sold out of SurgePays (SURG) in Q4 2024, closing a stake of 43,400 shares — an estimated $79.9K sold.

Mariner first reported a position in SURG in Q1 2024 and held it in 3 quarters. The position peaked at $138K in Q2 2024. 31 funds tracked by Wall St. Rank hold SURG as of Q4 2024.

Mariner reported no remaining SurgePays position as of Q4 2024 after selling out during the quarter.
Mariner sold 43,400 SurgePays shares in Q4 2024, an estimated $79.9K.
Mariner first reported a position in SurgePays in Q1 2024 and held it in 3 quarters.
Mariner's SurgePays position peaked at $138K in Q2 2024.
31 funds tracked by Wall St. Rank held SurgePays as of Q4 2024.

Based on Mariner's 13F filing for Q4 2024, filed 13 Feb 2025.