Marshall Wace
SURF

Marshall Wace’s Surface Oncology, Inc. Common Stock SURF Stock Holding History

Marshall Wace’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
2023
Q1 		– Sell
-110,928
Closed -$91K – 3355
2022
Q4 		$91K Sell
110,928
-96,025
-46% -$94.7K ﹤0.01% 2798
2022
Q3 		$216K Buy
206,953
+92,770
+81% +$148K ﹤0.01% 3064
2022
Q2 		$188K Buy
+114,183
New +$237K ﹤0.01% 3184
2021
Q4 		– Sell
-232,162
Closed -$1.76M – 4424
2021
Q3 		$1.76M Buy
+232,162
New +$1.49M 0.01% 1647

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
TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
DCM
DAFNA Capital Management Los Angeles, California $440M AUM 109.12% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Marshall Wace's SURF Position: Q1 2023 in Review

Marshall Wace sold out of Surface Oncology, Inc. Common Stock (SURF) in Q1 2023, closing a stake of 110,928 shares — an estimated $91K sold.

Marshall Wace first reported a position in SURF in Q3 2021 and held it in 4 quarters. The position peaked at $1.76M in Q3 2021. 71 funds tracked by Wall St. Rank hold SURF as of Q1 2023.

  • Marshall Wace reported no remaining Surface Oncology, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Marshall Wace sold 110,928 Surface Oncology, Inc. Common Stock shares in Q1 2023, an estimated $91K.
  • Marshall Wace first reported a position in Surface Oncology, Inc. Common Stock in Q3 2021 and held it in 4 quarters.
  • Marshall Wace's Surface Oncology, Inc. Common Stock position peaked at $1.76M in Q3 2021.
  • 71 funds tracked by Wall St. Rank held Surface Oncology, Inc. Common Stock as of Q1 2023.

Based on Marshall Wace's 13F filing for Q1 2023, filed 15 May 2023.