AS
SRDX

Altshuler Shaham’s Surmodics SRDX Stock Holding History

Altshuler Shaham’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
2021
Q4 		– Sell
-832
Closed -$47K – 640
2021
Q3 		$47K Sell
832
-1,280
-61% -$71.1K ﹤0.01% 424
2021
Q2 		$115K Buy
+2,112
New +$116K ﹤0.01% 303
2020
Q4 		– Sell
-604
Closed -$24K – 467
2020
Q3 		$24K Buy
+604
New +$26.5K ﹤0.01% 315
2019
Q1 		– Sell
-136
Closed -$6K – 340
2018
Q4 		$6K Buy
136
+47
+53% +$2.82K ﹤0.01% 246
2018
Q3 		$7K Buy
+89
New +$6.13K ﹤0.01% 221

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