SGI
SURF

Summit Global Investments’s Surface Oncology, Inc. Common Stock SURF Stock Holding History

Summit Global Investments’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
Q4 		– Sell
-56,549
Closed -$428K – 642
2021
Q3 		$428K Buy
56,549
+38,900
+220% +$249K 0.03% 336
2021
Q2 		$132K Sell
17,649
-22,200
-56% -$171K 0.01% 551
2021
Q1 		$311K Buy
+39,849
New +$398K 0.02% 455

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Summit Global Investments's SURF Position: Q4 2021 in Review

Summit Global Investments sold out of Surface Oncology, Inc. Common Stock (SURF) in Q4 2021, closing a stake of 56,549 shares — an estimated $428K sold.

Summit Global Investments first reported a position in SURF in Q1 2021 and held it in 3 quarters. The position peaked at $428K in Q3 2021. 106 funds tracked by Wall St. Rank hold SURF as of Q4 2021.

  • Summit Global Investments reported no remaining Surface Oncology, Inc. Common Stock position as of Q4 2021 after selling out during the quarter.
  • Summit Global Investments sold 56,549 Surface Oncology, Inc. Common Stock shares in Q4 2021, an estimated $428K.
  • Summit Global Investments first reported a position in Surface Oncology, Inc. Common Stock in Q1 2021 and held it in 3 quarters.
  • Summit Global Investments's Surface Oncology, Inc. Common Stock position peaked at $428K in Q3 2021.
  • 106 funds tracked by Wall St. Rank held Surface Oncology, Inc. Common Stock as of Q4 2021.

Based on Summit Global Investments's 13F filing for Q4 2021, filed 14 Feb 2022.