Royce & Associates’s SurgePays SURG Stock Holding History

Royce & Associates’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
2024 Q4	–	Sell	-18,563	Closed	-$34.2K	–	899
2024 Q3	$34.2K	Buy	+18,563	New	+$42.1K	﹤0.01%	862

Other funds holding SURG

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

CCC

Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return

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

Truvestments Capital Sarasota, Florida $554M AUM 32.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CCM

Corsair Capital Management New York $673M AUM 109.99% 1-Year Est. Return

MCA

Millennium Capital Advisors Little Rock, Arkansas $183M AUM 33.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Royce & Associates's SURG Position: Q4 2024 in Review

Royce & Associates sold out of SurgePays (SURG) in Q4 2024, closing a stake of 18,563 shares — an estimated $34.2K sold.

Royce & Associates first reported a position in SURG in Q3 2024 and held it in 1 quarter. The position peaked at $34.2K in Q3 2024. 31 funds tracked by Wall St. Rank hold SURG as of Q4 2024.

Royce & Associates reported no remaining SurgePays position as of Q4 2024 after selling out during the quarter.
Royce & Associates sold 18,563 SurgePays shares in Q4 2024, an estimated $34.2K.
Royce & Associates first reported a position in SurgePays in Q3 2024 and held it in 1 quarter.
Royce & Associates's SurgePays position peaked at $34.2K in Q3 2024.
31 funds tracked by Wall St. Rank held SurgePays as of Q4 2024.

Based on Royce & Associates's 13F filing for Q4 2024, filed 10 Feb 2025.