CAS
SRDX

Coppell Advisory Solutions’s Surmodics SRDX Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-3
Closed -$119 – 1654
2024
Q4 		$119 Hold
3
– – ﹤0.01% 1884
2024
Q3 		$115 Buy
+3
New +$121 ﹤0.01% 1782

Other funds holding SRDX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Coppell Advisory Solutions's SRDX Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Surmodics (SRDX) in Q1 2025, closing a stake of 3 shares — an estimated $119 sold.

Coppell Advisory Solutions first reported a position in SRDX in Q3 2024 and held it in 2 quarters. The position peaked at $119 in Q4 2024. 135 funds tracked by Wall St. Rank hold SRDX as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Surmodics position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 3 Surmodics shares in Q1 2025, an estimated $119.
  • Coppell Advisory Solutions first reported a position in Surmodics in Q3 2024 and held it in 2 quarters.
  • Coppell Advisory Solutions's Surmodics position peaked at $119 in Q4 2024.
  • 135 funds tracked by Wall St. Rank held Surmodics as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.