CI
SMED

CX Institutional’s Sharps Compliance Corp SMED Stock Holding History

CX Institutional’s Portfolio SMED Stock Details SMED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,000
Closed -$14K – 970
2021
Q1 		$14K Hold
1,000
– – ﹤0.01% 731
2020
Q4 		$9K Sell
1,000
-2,000
-67% -$15.3K ﹤0.01% 743
2020
Q3 		$19K Buy
+3,000
New +$21.8K ﹤0.01% 561

Other funds holding SMED

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 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 $1.66T AUM 25.57% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CX Institutional's SMED Position: Q2 2021 in Review

CX Institutional sold out of Sharps Compliance Corp (SMED) in Q2 2021, closing a stake of 1,000 shares — an estimated $14K sold.

CX Institutional first reported a position in SMED in Q3 2020 and held it in 3 quarters. The position peaked at $19K in Q3 2020. 83 funds tracked by Wall St. Rank hold SMED as of Q2 2021.

  • CX Institutional reported no remaining Sharps Compliance Corp position as of Q2 2021 after selling out during the quarter.
  • CX Institutional sold 1,000 Sharps Compliance Corp shares in Q2 2021, an estimated $14K.
  • CX Institutional first reported a position in Sharps Compliance Corp in Q3 2020 and held it in 3 quarters.
  • CX Institutional's Sharps Compliance Corp position peaked at $19K in Q3 2020.
  • 83 funds tracked by Wall St. Rank held Sharps Compliance Corp as of Q2 2021.

Based on CX Institutional's 13F filing for Q2 2021, filed 4 Aug 2021.