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 – 636
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 – 461
2020
Q3 		$24K Buy
+604
New +$26.5K ﹤0.01% 315
2019
Q1 		– Sell
-136
Closed -$6K – 338
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 $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
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Altshuler Shaham's SRDX Position: Q4 2021 in Review

Altshuler Shaham sold out of Surmodics (SRDX) in Q4 2021, closing a stake of 832 shares — an estimated $47K sold.

Altshuler Shaham first reported a position in SRDX in Q3 2018 and held it in 5 quarters. The position peaked at $115K in Q2 2021. 148 funds tracked by Wall St. Rank hold SRDX as of Q4 2021.

  • Altshuler Shaham reported no remaining Surmodics position as of Q4 2021 after selling out during the quarter.
  • Altshuler Shaham sold 832 Surmodics shares in Q4 2021, an estimated $47K.
  • Altshuler Shaham first reported a position in Surmodics in Q3 2018 and held it in 5 quarters.
  • Altshuler Shaham's Surmodics position peaked at $115K in Q2 2021.
  • 148 funds tracked by Wall St. Rank held Surmodics as of Q4 2021.

Based on Altshuler Shaham's 13F filing for Q4 2021, filed 15 Feb 2022.