DTL
SRDX

Dynamic Technology Lab’s Surmodics SRDX Stock Holding History

Dynamic Technology Lab’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
2023
Q4 		– Sell
-10,040
Closed -$322K – 1376
2023
Q3 		$322K Buy
10,040
+2,706
+37% +$91.9K 0.03% 631
2023
Q2 		$230K Buy
+7,334
New +$167K 0.03% 791
2021
Q3 		– Sell
-4,180
Closed -$227K – 1444
2021
Q2 		$227K Buy
+4,180
New +$229K 0.02% 899
2020
Q4 		– Sell
-8,263
Closed -$322K – 1327
2020
Q3 		$322K Buy
+8,263
New +$363K 0.05% 632
2020
Q1 		– Sell
-7,410
Closed -$307K – 1358
2019
Q4 		$307K Buy
7,410
+2,488
+51% +$105K 0.05% 659
2019
Q3 		$225K Sell
4,922
-6,850
-58% -$299K 0.04% 773
2019
Q2 		$508K Buy
+11,772
New +$497K 0.09% 409
2019
Q1 		– Sell
-6,600
Closed -$312K – 1317
2018
Q4 		$312K Buy
6,600
+432
+7% +$25.9K 0.05% 618
2018
Q3 		$461K Buy
+6,168
New +$425K 0.06% 562

Other funds holding SRDX

TI
Trigran Investments Northbrook, Illinois $545M AUM 56.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return

Dynamic Technology Lab's SRDX Position: Q4 2023 in Review

Dynamic Technology Lab sold out of Surmodics (SRDX) in Q4 2023, closing a stake of 10,040 shares — an estimated $322K sold.

Dynamic Technology Lab first reported a position in SRDX in Q3 2018 and held it in 9 quarters. The position peaked at $508K in Q2 2019. 117 funds tracked by Wall St. Rank hold SRDX as of Q4 2023.

  • Dynamic Technology Lab reported no remaining Surmodics position as of Q4 2023 after selling out during the quarter.
  • Dynamic Technology Lab sold 10,040 Surmodics shares in Q4 2023, an estimated $322K.
  • Dynamic Technology Lab first reported a position in Surmodics in Q3 2018 and held it in 9 quarters.
  • Dynamic Technology Lab's Surmodics position peaked at $508K in Q2 2019.
  • 117 funds tracked by Wall St. Rank held Surmodics as of Q4 2023.

Based on Dynamic Technology Lab's 13F filing for Q4 2023, filed 9 Feb 2024.