Principal Financial Group
SURF

Principal Financial Group’s Surface Oncology, Inc. Common Stock SURF Stock Holding History

Principal Financial Group’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
Q2 		– Sell
-44,105
Closed -$130K – 2687
2022
Q1 		$130K Sell
44,105
-20,052
-31% -$70.3K ﹤0.01% 2402
2021
Q4 		$307K Sell
64,157
-94,885
-60% -$612K ﹤0.01% 2240
2021
Q3 		$1.2M Sell
159,042
-2,439
-2% -$15.6K ﹤0.01% 1968
2021
Q2 		$1.21M Buy
+161,481
New +$1.24M ﹤0.01% 2001

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
DCM
DAFNA Capital Management Los Angeles, California $440M AUM 109.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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

Principal Financial Group's SURF Position: Q2 2022 in Review

Principal Financial Group sold out of Surface Oncology, Inc. Common Stock (SURF) in Q2 2022, closing a stake of 44,105 shares — an estimated $130K sold.

Principal Financial Group first reported a position in SURF in Q2 2021 and held it in 4 quarters. The position peaked at $1.21M in Q2 2021. 84 funds tracked by Wall St. Rank hold SURF as of Q2 2022.

  • Principal Financial Group reported no remaining Surface Oncology, Inc. Common Stock position as of Q2 2022 after selling out during the quarter.
  • Principal Financial Group sold 44,105 Surface Oncology, Inc. Common Stock shares in Q2 2022, an estimated $130K.
  • Principal Financial Group first reported a position in Surface Oncology, Inc. Common Stock in Q2 2021 and held it in 4 quarters.
  • Principal Financial Group's Surface Oncology, Inc. Common Stock position peaked at $1.21M in Q2 2021.
  • 84 funds tracked by Wall St. Rank held Surface Oncology, Inc. Common Stock as of Q2 2022.

Based on Principal Financial Group's 13F filing for Q2 2022, filed 10 Aug 2022.