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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $545M AUM 56.2% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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 $552B AUM 44.19% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TA
Teton Advisors Rye, New York $173M AUM 77.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Calvert Investment Management's SRDX Position: Q1 2017 in Review

Calvert Investment Management sold out of Surmodics (SRDX) in Q1 2017, closing a stake of 193,232 shares — an estimated $4.91M sold.

Calvert Investment Management first reported a position in SRDX in Q3 2015 and held it in 6 quarters. The position peaked at $5.79M in Q3 2016. 111 funds tracked by Wall St. Rank hold SRDX as of Q1 2017.

  • Calvert Investment Management reported no remaining Surmodics position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 193,232 Surmodics shares in Q1 2017, an estimated $4.91M.
  • Calvert Investment Management first reported a position in Surmodics in Q3 2015 and held it in 6 quarters.
  • Calvert Investment Management's Surmodics position peaked at $5.79M in Q3 2016.
  • 111 funds tracked by Wall St. Rank held Surmodics as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.