OQS
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Occudo Quantitative Strategies’s SurgePays SURG Stock Holding History

Occudo Quantitative Strategies’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
2023
Q4 		– Sell
-14,462
Closed -$67.7K – 1178
2023
Q3 		$67.7K Buy
+14,462
New +$75K 0.01% 902

Other funds holding SURG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MA
MYDA Advisors Woodmere, New York $608M AUM 77.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Occudo Quantitative Strategies's SURG Position: Q4 2023 in Review

Occudo Quantitative Strategies sold out of SurgePays (SURG) in Q4 2023, closing a stake of 14,462 shares — an estimated $67.7K sold.

Occudo Quantitative Strategies first reported a position in SURG in Q3 2023 and held it in 1 quarter. The position peaked at $67.7K in Q3 2023. 33 funds tracked by Wall St. Rank hold SURG as of Q4 2023.

  • Occudo Quantitative Strategies reported no remaining SurgePays position as of Q4 2023 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 14,462 SurgePays shares in Q4 2023, an estimated $67.7K.
  • Occudo Quantitative Strategies first reported a position in SurgePays in Q3 2023 and held it in 1 quarter.
  • Occudo Quantitative Strategies's SurgePays position peaked at $67.7K in Q3 2023.
  • 33 funds tracked by Wall St. Rank held SurgePays as of Q4 2023.

Based on Occudo Quantitative Strategies's 13F filing for Q4 2023, filed 14 Feb 2024.