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

Trigran Investments Northbrook, Illinois $545M AUM 56.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SCM

Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return

C.M. Bidwell & Associates's SRDX Position: Q4 2023 in Review

C.M. Bidwell & Associates sold out of Surmodics (SRDX) in Q4 2023, closing a stake of 61 shares — an estimated $1.96K sold.

C.M. Bidwell & Associates first reported a position in SRDX in Q4 2014 and held it in 9 quarters. The position peaked at $210K in Q1 2015. 117 funds tracked by Wall St. Rank hold SRDX as of Q4 2023.

C.M. Bidwell & Associates reported no remaining Surmodics position as of Q4 2023 after selling out during the quarter.
C.M. Bidwell & Associates sold 61 Surmodics shares in Q4 2023, an estimated $1.96K.
C.M. Bidwell & Associates first reported a position in Surmodics in Q4 2014 and held it in 9 quarters.
C.M. Bidwell & Associates's Surmodics position peaked at $210K in Q1 2015.
117 funds tracked by Wall St. Rank held Surmodics as of Q4 2023.

Based on C.M. Bidwell & Associates's 13F filing for Q4 2023, filed 14 Feb 2024.