BIM
SRDX

Bogle Investment Management’s Surmodics SRDX Stock Holding History

Bogle 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
Q2 		– Sell
-11,696
Closed -$390K – 412
2020
Q1 		$390K Buy
+11,696
New +$422K 0.04% 220
2019
Q2 		– Sell
-6,677
Closed -$290K – 331
2019
Q1 		$290K Buy
6,677
+232
+4% +$11.8K 0.02% 254
2018
Q4 		$305K Sell
6,445
-55,946
-90% -$3.36M 0.02% 298
2018
Q3 		$4.66M Buy
62,391
+4,314
+7% +$297K 0.33% 102
2018
Q2 		$3.21M Buy
+58,077
New +$2.68M 0.23% 122
2016
Q4 		– Sell
-41,317
Closed -$1.24M – 402
2016
Q3 		$1.24M Buy
41,317
+32,001
+344% +$879K 0.09% 230
2016
Q2 		$218K Buy
+9,316
New +$204K 0.02% 362
2015
Q2 		– Sell
-16,647
Closed -$433K – 420
2015
Q1 		$433K Buy
+16,647
New +$397K 0.03% 298
2013
Q4 		– Sell
-9,329
Closed -$221K – 353
2013
Q3 		$221K Sell
9,329
-102,686
-92% -$2.2M 0.02% 296
2013
Q2 		$2.24M Buy
+112,015
New +$2.8M 0.27% 128

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
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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return