Millennium Management
SURG icon

Millennium Management’s SurgePays SURG Stock Holding History

Millennium 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
-10,920
Closed -$34.8K – 6462
2024
Q2 		$34.8K Sell
10,920
-5,809
-35% -$21.9K ﹤0.01% 5463
2024
Q1 		$64.4K Buy
+16,729
New +$112K ﹤0.01% 5649
2023
Q3 		– Sell
-11,734
Closed -$85.8K – 6545
2023
Q2 		$85.8K Buy
+11,734
New +$69.9K ﹤0.01% 5362

Other funds holding SURG

Vanguard Group
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TC
Truvestments Capital Sarasota, Florida $554M AUM 32.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management's SURG Position: Q3 2024 in Review

Millennium Management sold out of SurgePays (SURG) in Q3 2024, closing a stake of 10,920 shares — an estimated $34.8K sold.

Millennium Management first reported a position in SURG in Q2 2023 and held it in 3 quarters. The position peaked at $85.8K in Q2 2023. 27 funds tracked by Wall St. Rank hold SURG as of Q3 2024.

  • Millennium Management reported no remaining SurgePays position as of Q3 2024 after selling out during the quarter.
  • Millennium Management sold 10,920 SurgePays shares in Q3 2024, an estimated $34.8K.
  • Millennium Management first reported a position in SurgePays in Q2 2023 and held it in 3 quarters.
  • Millennium Management's SurgePays position peaked at $85.8K in Q2 2023.
  • 27 funds tracked by Wall St. Rank held SurgePays as of Q3 2024.

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