CAPTRUST Financial Advisors
SRDX

CAPTRUST Financial Advisors’s Surmodics SRDX Stock Holding History

CAPTRUST Financial Advisors’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
Q3 		– Sell
-2,307
Closed -$86K – 3791
2022
Q2 		$86K Hold
2,307
– – ﹤0.01% 2326
2022
Q1 		$105K Buy
2,307
+451
+24% +$19.7K ﹤0.01% 2232
2021
Q4 		$89K Buy
1,856
+28
+2% +$1.41K ﹤0.01% 2245
2021
Q3 		$102K Buy
1,828
+1,274
+230% +$70.8K ﹤0.01% 2062
2021
Q2 		$30K Buy
554
+400
+260% +$21.9K ﹤0.01% 2843
2021
Q1 		$9K Buy
+154
New +$7.68K ﹤0.01% 3496

Other funds holding SRDX

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 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 $2.47B AUM 115.63% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return