Ensign Peak Advisors’s Surmodics SRDX Stock Holding History

Ensign Peak Advisors’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 Q3	–	Sell	-11,020	Closed	-$345K	–	1764
2023 Q2	$345K	Hold	11,020	–	–	﹤0.01%	1697
2023 Q1	$251K	Buy	11,020 +2,650	+32%	+$68.2K	﹤0.01%	1729
2022 Q4	$286K	Buy	8,370 +2,400	+40%	+$80.4K	﹤0.01%	1713
2022 Q3	$181K	Hold	5,970	–	–	﹤0.01%	1913
2022 Q2	$222K	Hold	5,970	–	–	﹤0.01%	1763
2022 Q1	$271K	Hold	5,970	–	–	﹤0.01%	1786
2021 Q4	$287K	Sell	5,970 -5,630	-49%	-$284K	﹤0.01%	1829
2021 Q3	$645K	Hold	11,600	–	–	﹤0.01%	1569
2021 Q2	$629K	Hold	11,600	–	–	﹤0.01%	1547
2021 Q1	$650K	Hold	11,600	–	–	﹤0.01%	1550
2020 Q4	$505K	Hold	11,600	–	–	﹤0.01%	1601
2020 Q3	$451K	Hold	11,600	–	–	﹤0.01%	1555
2020 Q2	$502K	Hold	11,600	–	–	﹤0.01%	1465
2020 Q1	$387K	Hold	11,600	–	–	﹤0.01%	1442
2019 Q4	$481K	Buy	+11,600	New	+$488K	﹤0.01%	1514

Other funds holding SRDX

Trigran Investments Northbrook, Illinois $545M AUM 56.2% 1-Year Est. Return

SCM

Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 New York $72.6B AUM 54.88% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Ensign Peak Advisors's SRDX Position: Q3 2023 in Review

Ensign Peak Advisors sold out of Surmodics (SRDX) in Q3 2023, closing a stake of 11,020 shares — an estimated $345K sold.

Ensign Peak Advisors first reported a position in SRDX in Q4 2019 and held it in 15 quarters. The position peaked at $650K in Q1 2021. 103 funds tracked by Wall St. Rank hold SRDX as of Q3 2023.

Ensign Peak Advisors reported no remaining Surmodics position as of Q3 2023 after selling out during the quarter.
Ensign Peak Advisors sold 11,020 Surmodics shares in Q3 2023, an estimated $345K.
Ensign Peak Advisors first reported a position in Surmodics in Q4 2019 and held it in 15 quarters.
Ensign Peak Advisors's Surmodics position peaked at $650K in Q1 2021.
103 funds tracked by Wall St. Rank held Surmodics as of Q3 2023.

Based on Ensign Peak Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.