CAL
SRDX

Capital Advisors Ltd’s Surmodics SRDX Stock Holding History

Capital Advisors Ltd’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
2022
Q4 		– Sell
-27
Closed -$1K – 1614
2022
Q3 		$1K Buy
+27
New +$926 ﹤0.01% 1119

Other funds holding SRDX

TI
Trigran Investments Northbrook, Illinois $545M AUM 56.2% 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
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Capital Advisors Ltd's SRDX Position: Q4 2022 in Review

Capital Advisors Ltd sold out of Surmodics (SRDX) in Q4 2022, closing a stake of 27 shares — an estimated $1K sold.

Capital Advisors Ltd first reported a position in SRDX in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 121 funds tracked by Wall St. Rank hold SRDX as of Q4 2022.

  • Capital Advisors Ltd reported no remaining Surmodics position as of Q4 2022 after selling out during the quarter.
  • Capital Advisors Ltd sold 27 Surmodics shares in Q4 2022, an estimated $1K.
  • Capital Advisors Ltd first reported a position in Surmodics in Q3 2022 and held it in 1 quarter.
  • Capital Advisors Ltd's Surmodics position peaked at $1K in Q3 2022.
  • 121 funds tracked by Wall St. Rank held Surmodics as of Q4 2022.

Based on Capital Advisors Ltd's 13F filing for Q4 2022, filed 7 Feb 2023.