OSAM
SURF

O'Shaughnessy Asset Management’s Surface Oncology, Inc. Common Stock SURF Stock Holding History

O'Shaughnessy Asset Management’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
2021
Q3 		– Sell
-106
Closed -$1K – 2891
2021
Q2 		$1K Buy
106
+14
+15% +$108 ﹤0.01% 2530
2021
Q1 		$1K Hold
92
– – ﹤0.01% 2323
2020
Q4 		$1K Buy
+92
New +$800 ﹤0.01% 2030

Other funds holding SURF

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
AVAI
Atlas Venture Associates IX Boston, Massachusetts $11.8M AUM 58.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

O'Shaughnessy Asset Management's SURF Position: Q3 2021 in Review

O'Shaughnessy Asset Management sold out of Surface Oncology, Inc. Common Stock (SURF) in Q3 2021, closing a stake of 106 shares — an estimated $1K sold.

O'Shaughnessy Asset Management first reported a position in SURF in Q4 2020 and held it in 3 quarters. The position peaked at $1K in Q2 2021. 91 funds tracked by Wall St. Rank hold SURF as of Q3 2021.

  • O'Shaughnessy Asset Management reported no remaining Surface Oncology, Inc. Common Stock position as of Q3 2021 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 106 Surface Oncology, Inc. Common Stock shares in Q3 2021, an estimated $1K.
  • O'Shaughnessy Asset Management first reported a position in Surface Oncology, Inc. Common Stock in Q4 2020 and held it in 3 quarters.
  • O'Shaughnessy Asset Management's Surface Oncology, Inc. Common Stock position peaked at $1K in Q2 2021.
  • 91 funds tracked by Wall St. Rank held Surface Oncology, Inc. Common Stock as of Q3 2021.

Based on O'Shaughnessy Asset Management's 13F filing for Q3 2021, filed 10 Nov 2021.