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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $2.47B AUM 115.63% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return