AIM
SRDX

Alambic Investment Management’s Surmodics SRDX Stock Holding History

Alambic Investment Management’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
2020
Q1 		– Sell
-10,300
Closed -$427K – 265
2019
Q4 		$427K Buy
+10,300
New +$434K 0.36% 119
2016
Q4 		– Sell
-11,200
Closed -$337K – 593
2016
Q3 		$337K Sell
11,200
-1,800
-14% -$49.5K 0.08% 357
2016
Q2 		$305K Sell
13,000
-2,900
-18% -$63.5K 0.08% 371
2016
Q1 		$293K Buy
15,900
+3,350
+27% +$63K 0.09% 331
2015
Q4 		$254K Buy
+12,550
New +$266K 0.15% 246

Other funds holding SRDX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $545M AUM 56.2% 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 $72.6B AUM 54.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Alambic Investment Management's SRDX Position: Q1 2020 in Review

Alambic Investment Management sold out of Surmodics (SRDX) in Q1 2020, closing a stake of 10,300 shares — an estimated $427K sold.

Alambic Investment Management first reported a position in SRDX in Q4 2015 and held it in 5 quarters. The position peaked at $427K in Q4 2019. 127 funds tracked by Wall St. Rank hold SRDX as of Q1 2020.

  • Alambic Investment Management reported no remaining Surmodics position as of Q1 2020 after selling out during the quarter.
  • Alambic Investment Management sold 10,300 Surmodics shares in Q1 2020, an estimated $427K.
  • Alambic Investment Management first reported a position in Surmodics in Q4 2015 and held it in 5 quarters.
  • Alambic Investment Management's Surmodics position peaked at $427K in Q4 2019.
  • 127 funds tracked by Wall St. Rank held Surmodics as of Q1 2020.

Based on Alambic Investment Management's 13F filing for Q1 2020, filed 11 May 2020.