CMBA
SRDX

C.M. Bidwell & Associates’s Surmodics SRDX Stock Holding History

C.M. Bidwell & Associates’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
2023
Q4 		– Sell
-61
Closed -$1.96K – 569
2023
Q3 		$1.96K Buy
+61
New +$2.07K ﹤0.01% 470
2019
Q4 		– Sell
-830
Closed -$38K – 454
2019
Q3 		$38K Buy
+830
New +$36.2K 0.04% 270
2018
Q4 		– Sell
-1,455
Closed -$109K – 460
2018
Q3 		$109K Buy
+1,455
New +$100K 0.1% 180
2016
Q2 		– Sell
-7,880
Closed -$145K – 314
2016
Q1 		$145K Hold
7,880
– – 0.04% 206
2015
Q4 		$160K Hold
7,880
– – 0.04% 183
2015
Q3 		$172K Hold
7,880
– – 0.04% 170
2015
Q2 		$185K Sell
7,880
-195
-2% -$4.89K 0.04% 181
2015
Q1 		$210K Hold
8,075
– – 0.05% 150
2014
Q4 		$178K Buy
+8,075
New +$171K 0.04% 160

Other funds holding SRDX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return