Ridgewood Investments’s SurgePays SURG Stock Holding History

Ridgewood Investments’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
2022 Q4	–	Sell	-48,510	Closed	-$221K	–	204
2022 Q3	$221K	Buy	+48,510	New	+$248K	0.18%	156

Other funds holding SURG

PCM

Praetorian Capital Management Coral Gables, Florida $137M AUM

MYDA Advisors Woodmere, New York $608M AUM 77.08% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EAM Investors Solana Beach, California $866M AUM 377.14% 1-Year Est. Return

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Diametric Capital Boston, Massachusetts $385M AUM 31.69% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Ridgewood Investments's SURG Position: Q4 2022 in Review

Ridgewood Investments sold out of SurgePays (SURG) in Q4 2022, closing a stake of 48,510 shares — an estimated $221K sold.

Ridgewood Investments first reported a position in SURG in Q3 2022 and held it in 1 quarter. The position peaked at $221K in Q3 2022. 25 funds tracked by Wall St. Rank hold SURG as of Q4 2022.

Ridgewood Investments reported no remaining SurgePays position as of Q4 2022 after selling out during the quarter.
Ridgewood Investments sold 48,510 SurgePays shares in Q4 2022, an estimated $221K.
Ridgewood Investments first reported a position in SurgePays in Q3 2022 and held it in 1 quarter.
Ridgewood Investments's SurgePays position peaked at $221K in Q3 2022.
25 funds tracked by Wall St. Rank held SurgePays as of Q4 2022.

Based on Ridgewood Investments's 13F filing for Q4 2022, filed 19 Jan 2023.