CGH
SRDX

Crossmark Global Holdings’s Surmodics SRDX Stock Holding History

Crossmark Global Holdings’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
2018
Q4 		– Sell
-5,390
Closed -$402K – 1538
2018
Q3 		$402K Sell
5,390
-80
-1% -$5.51K 0.01% 1115
2018
Q2 		$302K Hold
5,470
– – 0.01% 1301
2018
Q1 		$208K Buy
+5,470
New +$169K 0.01% 1485

Other funds holding SRDX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $545M AUM 56.2% 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
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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Crossmark Global Holdings's SRDX Position: Q4 2018 in Review

Crossmark Global Holdings sold out of Surmodics (SRDX) in Q4 2018, closing a stake of 5,390 shares — an estimated $402K sold.

Crossmark Global Holdings first reported a position in SRDX in Q1 2018 and held it in 3 quarters. The position peaked at $402K in Q3 2018. 161 funds tracked by Wall St. Rank hold SRDX as of Q4 2018.

  • Crossmark Global Holdings reported no remaining Surmodics position as of Q4 2018 after selling out during the quarter.
  • Crossmark Global Holdings sold 5,390 Surmodics shares in Q4 2018, an estimated $402K.
  • Crossmark Global Holdings first reported a position in Surmodics in Q1 2018 and held it in 3 quarters.
  • Crossmark Global Holdings's Surmodics position peaked at $402K in Q3 2018.
  • 161 funds tracked by Wall St. Rank held Surmodics as of Q4 2018.

Based on Crossmark Global Holdings's 13F filing for Q4 2018, filed 31 Jan 2019.