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

BCM
Beryl Capital Management Redondo Beach, California $111M AUM 205.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $545M AUM 56.2% 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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Envestnet Asset Management's SRDX Position: Q2 2024 in Review

Envestnet Asset Management sold out of Surmodics (SRDX) in Q2 2024, closing a stake of 8,016 shares — an estimated $235K sold.

Envestnet Asset Management first reported a position in SRDX in Q2 2019 and held it in 3 quarters. The position peaked at $253K in Q3 2019. 124 funds tracked by Wall St. Rank hold SRDX as of Q2 2024.

  • Envestnet Asset Management reported no remaining Surmodics position as of Q2 2024 after selling out during the quarter.
  • Envestnet Asset Management sold 8,016 Surmodics shares in Q2 2024, an estimated $235K.
  • Envestnet Asset Management first reported a position in Surmodics in Q2 2019 and held it in 3 quarters.
  • Envestnet Asset Management's Surmodics position peaked at $253K in Q3 2019.
  • 124 funds tracked by Wall St. Rank held Surmodics as of Q2 2024.

Based on Envestnet Asset Management's 13F filing for Q2 2024, filed 8 Aug 2024.