William Blair & Company’s SurgePays SURG Stock Holding History

William Blair & Company’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 Q1	–	Sell	-26,327	Closed	-$170K	–	1848
2023 Q4	$170K	Hold	26,327	–	–	﹤0.01%	1425
2023 Q3	$123K	Hold	26,327	–	–	﹤0.01%	1472
2023 Q2	$192K	Hold	26,327	–	–	﹤0.01%	1414
2023 Q1	$118K	Buy	26,327 +2,500	+10%	+$13.5K	﹤0.01%	1480
2022 Q4	$156K	Buy	23,827 +6,078	+34%	+$36.7K	﹤0.01%	1420
2022 Q3	$81K	Buy	+17,749	New	+$90.6K	﹤0.01%	1532

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

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

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

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

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

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

William Blair & Company's SURG Position: Q1 2024 in Review

William Blair & Company sold out of SurgePays (SURG) in Q1 2024, closing a stake of 26,327 shares — an estimated $170K sold.

William Blair & Company first reported a position in SURG in Q3 2022 and held it in 6 quarters. The position peaked at $192K in Q2 2023. 33 funds tracked by Wall St. Rank hold SURG as of Q1 2024.

William Blair & Company reported no remaining SurgePays position as of Q1 2024 after selling out during the quarter.
William Blair & Company sold 26,327 SurgePays shares in Q1 2024, an estimated $170K.
William Blair & Company first reported a position in SurgePays in Q3 2022 and held it in 6 quarters.
William Blair & Company's SurgePays position peaked at $192K in Q2 2023.
33 funds tracked by Wall St. Rank held SurgePays as of Q1 2024.

Based on William Blair & Company's 13F filing for Q1 2024, filed 9 May 2024.