C
SRDX

Covestor’s Surmodics SRDX Stock Holding History

Covestor’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
2024
Q4 		– Sell
-21
Closed -$1K – 2705
2024
Q3 		$1K Sell
21
-3
-13% -$121 ﹤0.01% 2097
2024
Q2 		$1K Buy
24
+3
+14% +$102 ﹤0.01% 2122
2024
Q1 		$1K Buy
+21
New +$670 ﹤0.01% 2110
2023
Q1 		– Sell
-1
Closed -$26 – 2550
2022
Q4 		$0 Hold
1
– – ﹤0.01% 2573
2022
Q3 		$0 Buy
+1
New +$34 ﹤0.01% 2567

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $545M AUM 56.2% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Covestor's SRDX Position: Q4 2024 in Review

Covestor sold out of Surmodics (SRDX) in Q4 2024, closing a stake of 21 shares — an estimated $1K sold.

Covestor first reported a position in SRDX in Q3 2022 and held it in 5 quarters. The position peaked at $1K in Q3 2024. 139 funds tracked by Wall St. Rank hold SRDX as of Q4 2024.

  • Covestor reported no remaining Surmodics position as of Q4 2024 after selling out during the quarter.
  • Covestor sold 21 Surmodics shares in Q4 2024, an estimated $1K.
  • Covestor first reported a position in Surmodics in Q3 2022 and held it in 5 quarters.
  • Covestor's Surmodics position peaked at $1K in Q3 2024.
  • 139 funds tracked by Wall St. Rank held Surmodics as of Q4 2024.

Based on Covestor's 13F filing for Q4 2024, filed 13 Feb 2025.