Envestnet Asset Management
SRDX

Envestnet Asset Management’s Surmodics SRDX Stock Holding History

Envestnet Asset Management’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
2024
Q2 		– Sell
-8,016
Closed -$235K – 4293
2024
Q1 		$235K Buy
+8,016
New +$256K ﹤0.01% 3862
2019
Q4 		– Sell
-5,530
Closed -$253K – 3151
2019
Q3 		$253K Buy
5,530
+757
+16% +$33K ﹤0.01% 2755
2019
Q2 		$206K Buy
+4,773
New +$201K ﹤0.01% 2873

Other funds holding SRDX

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TI
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Vanguard Group
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SCM
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Renaissance Technologies
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DGI
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Acadian Asset Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return