CIM
SRDX

Calvert Investment Management’s Surmodics SRDX Stock Holding History

Calvert 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
2017
Q1 		– Sell
-193,232
Closed -$4.91M – 521
2016
Q4 		$4.91M Buy
193,232
+945
+0.5% +$24.8K 0.18% 164
2016
Q3 		$5.79M Buy
192,287
+15,193
+9% +$417K 0.21% 141
2016
Q2 		$4.16M Buy
177,094
+28,307
+19% +$620K 0.17% 146
2016
Q1 		$2.74M Hold
148,787
– – 0.12% 178
2015
Q4 		$3.02M Sell
148,787
-52,483
-26% -$1.11M 0.14% 145
2015
Q3 		$4.4M Buy
+201,270
New +$4.72M 0.22% 104

Other funds holding SRDX

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
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TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return