AF
SRDX

Advisornet Financial’s Surmodics SRDX Stock Holding History

Advisornet Financial’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
2022
Q1 		– Sell
-350
Closed -$17K – 2205
2021
Q4 		$17K Hold
350
– – ﹤0.01% 1334
2021
Q3 		$19K Hold
350
– – ﹤0.01% 1268
2021
Q2 		$19K Hold
350
– – ﹤0.01% 1248
2021
Q1 		$20K Hold
350
– – ﹤0.01% 1197
2020
Q4 		$15K Hold
350
– – ﹤0.01% 1200
2020
Q3 		$14K Hold
350
– – ﹤0.01% 1194
2020
Q2 		$15K Hold
350
– – ﹤0.01% 1194
2020
Q1 		$12K Sell
350
-125
-26% -$4.51K ﹤0.01% 1230
2019
Q4 		$20K Sell
475
-3,875
-89% -$163K ﹤0.01% 1189
2019
Q3 		$199K Buy
4,350
+4,000
+1,143% +$174K 0.02% 509
2019
Q2 		$15K Sell
350
-200
-36% -$8.44K ﹤0.01% 1136
2019
Q1 		$24K Hold
550
– – ﹤0.01% 949
2018
Q4 		$26K Hold
550
– – ﹤0.01% 865
2018
Q3 		$41K Buy
550
+200
+57% +$13.8K 0.01% 786
2018
Q2 		$19K Buy
+350
New +$16.2K ﹤0.01% 961

Other funds holding SRDX

BlackRock
BlackRock New York $5.7T 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
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return