AG
SRDX

Advisor Group’s Surmodics SRDX Stock Holding History

Advisor Group’s Portfolio SRDX Stock Details SRDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$20K Buy
490
+64
+15% +$2.69K ﹤0.01% 3968
2019
Q3 		$19K Buy
426
+75
+21% +$3.27K ﹤0.01% 3996
2019
Q2 		$15K Sell
351
-54
-13% -$2.28K ﹤0.01% 4153
2019
Q1 		$17K Buy
405
+380
+1,520% +$19.4K ﹤0.01% 4069
2018
Q4 		$1K Sell
25
-859
-97% -$51.5K ﹤0.01% 5008
2018
Q3 		$66K Buy
+884
New +$60.9K ﹤0.01% 3072

Other funds holding SRDX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Advisor Group's SRDX Position: Q4 2019 in Review

Advisor Group increased its Surmodics (SRDX) stake by 15% in Q4 2019, buying an estimated $2.69K and bringing the position to 490 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #3968.

Advisor Group first reported a position in SRDX in Q3 2018 and has held it in 6 quarters since. The position peaked at $66K in Q3 2018. 143 funds tracked by Wall St. Rank hold SRDX as of Q4 2019.

  • Advisor Group held 490 shares of Surmodics worth $20K as of Q4 2019.
  • Advisor Group bought 64 Surmodics shares in Q4 2019, an estimated $2.69K.
  • Surmodics made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3968 holding.
  • Advisor Group first reported a position in Surmodics in Q3 2018 and has held it in 6 quarters since.
  • Advisor Group's Surmodics position peaked at $66K in Q3 2018.
  • 143 funds tracked by Wall St. Rank held Surmodics as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.