PPA
SURF

Parametric Portfolio Associates’s Surface Oncology, Inc. Common Stock SURF Stock Holding History

Parametric Portfolio Associates’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
2022
Q1 		$52K Buy
17,715
+7,605
+75% +$26.7K ﹤0.01% 3627
2021
Q4 		$48K Sell
10,110
-2,508
-20% -$16.2K ﹤0.01% 3600
2021
Q3 		$96K Buy
+12,618
New +$80.7K ﹤0.01% 3539
2020
Q4 		– Sell
-235,959
Closed -$1.63M – 4044
2020
Q3 		$1.63M Buy
+235,959
New +$1.43M ﹤0.01% 2636

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 $2.34B AUM 204.53% 1-Year Est. Return
AVAI
Atlas Venture Associates IX Boston, Massachusetts $11.8M AUM 58.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
OCA
Octagon Capital Advisors New York $904M AUM 737.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return