AG
SRDX

Aperio Group’s Surmodics SRDX Stock Holding History

Aperio 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
2020
Q4 		$203K Buy
+4,665
New +$184K ﹤0.01% 2306
2019
Q3 		– Sell
-4,328
Closed -$187K – 2697
2019
Q2 		$187K Buy
+4,328
New +$183K ﹤0.01% 2203
2019
Q1 		– Sell
-7,100
Closed -$336K – 2303
2018
Q4 		$336K Buy
7,100
+469
+7% +$28.1K ﹤0.01% 1892
2018
Q3 		$495K Buy
6,631
+819
+14% +$56.4K ﹤0.01% 1766
2018
Q2 		$321K Buy
+5,812
New +$268K ﹤0.01% 1968

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

Aperio Group's SRDX Position: Q4 2020 in Review

Aperio Group opened a new position in Surmodics (SRDX) in Q4 2020: 4,665 shares worth $203K. The stake represents ﹤0.01% of the portfolio and ranks #2306 among its holdings. This is a return to the name: Aperio Group previously reported a position in SRDX as recently as Q2 2019.

Aperio Group first reported a position in SRDX in Q2 2018 and has held it in 5 quarters since. The position peaked at $495K in Q3 2018. 140 funds tracked by Wall St. Rank hold SRDX as of Q4 2020.

  • Aperio Group held 4,665 shares of Surmodics worth $203K as of Q4 2020.
  • Surmodics was a new Aperio Group position in Q4 2020.
  • Surmodics made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #2306 holding.
  • Aperio Group first reported a position in Surmodics in Q2 2018 and has held it in 5 quarters since.
  • Aperio Group's Surmodics position peaked at $495K in Q3 2018.
  • 140 funds tracked by Wall St. Rank held Surmodics as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.