Canada Life
SRDX

Canada Life’s Surmodics SRDX Stock Holding History

Canada Life’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
Q2 		– Sell
-4,462
Closed -$102K – 2299
2023
Q1 		$102K Sell
4,462
-13,275
-75% -$342K ﹤0.01% 1978
2022
Q4 		$603K Buy
17,737
+2,017
+13% +$67.6K ﹤0.01% 1670
2022
Q3 		$478K Buy
15,720
+2,182
+16% +$74.8K ﹤0.01% 1688
2022
Q2 		$502K Buy
13,538
+1,020
+8% +$39.6K ﹤0.01% 1666
2022
Q1 		$580K Buy
12,518
+953
+8% +$41.7K ﹤0.01% 1672
2021
Q4 		$556K Sell
11,565
-695
-6% -$35K ﹤0.01% 1685
2021
Q3 		$687K Buy
12,260
+705
+6% +$39.2K ﹤0.01% 1649
2021
Q2 		$627K Sell
11,555
-677
-6% -$37.1K ﹤0.01% 1689
2021
Q1 		$686K Sell
12,232
-843
-6% -$42K ﹤0.01% 1657
2020
Q4 		$570K Sell
13,075
-1,750
-12% -$68.9K ﹤0.01% 1717
2020
Q3 		$575K Sell
14,825
-1,734
-10% -$76.2K ﹤0.01% 1636
2020
Q2 		$714K Sell
16,559
-186
-1% -$7.04K ﹤0.01% 1574
2020
Q1 		$552K Hold
16,745
– – ﹤0.01% 1558
2019
Q4 		$688K Buy
+16,745
New +$705K ﹤0.01% 1629
2019
Q3 		– Sell
-19,369
Closed -$836K – 2117
2019
Q2 		$836K Sell
19,369
-70
-0.4% -$2.96K ﹤0.01% 1617
2019
Q1 		$844K Hold
19,439
– – ﹤0.01% 1458
2018
Q4 		$849K Buy
19,439
+2,176
+13% +$130K ﹤0.01% 1466
2018
Q3 		$1.29M Hold
17,263
– – ﹤0.01% 1414
2018
Q2 		$952K Sell
17,263
-1,111
-6% -$51.3K ﹤0.01% 1545
2018
Q1 		$700K Hold
18,374
– – ﹤0.01% 1630
2017
Q4 		$513K Sell
18,374
-1,600
-8% -$48.8K ﹤0.01% 1724
2017
Q3 		$619K Sell
19,974
-1,934
-9% -$52.6K ﹤0.01% 1666
2017
Q2 		$615K Buy
21,908
+2,500
+13% +$60.4K ﹤0.01% 1662
2017
Q1 		$465K Hold
19,408
– – ﹤0.01% 1718
2016
Q4 		$492K Hold
19,408
– – ﹤0.01% 1692
2016
Q3 		$583K Buy
19,408
+4,928
+34% +$135K ﹤0.01% 1626
2016
Q2 		$340K Buy
+14,480
New +$317K ﹤0.01% 1741

Other funds holding SRDX

TI
Trigran Investments Northbrook, Illinois $545M AUM 56.2% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $72.6B AUM 54.88% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Canada Life's SRDX Position: Q2 2023 in Review

Canada Life sold out of Surmodics (SRDX) in Q2 2023, closing a stake of 4,462 shares — an estimated $102K sold.

Canada Life first reported a position in SRDX in Q2 2016 and held it in 27 quarters. The position peaked at $1.29M in Q3 2018. 105 funds tracked by Wall St. Rank hold SRDX as of Q2 2023.

  • Canada Life reported no remaining Surmodics position as of Q2 2023 after selling out during the quarter.
  • Canada Life sold 4,462 Surmodics shares in Q2 2023, an estimated $102K.
  • Canada Life first reported a position in Surmodics in Q2 2016 and held it in 27 quarters.
  • Canada Life's Surmodics position peaked at $1.29M in Q3 2018.
  • 105 funds tracked by Wall St. Rank held Surmodics as of Q2 2023.

Based on Canada Life's 13F filing for Q2 2023, filed 10 Aug 2023.