Ergoteles’s Surmodics SRDX Stock Holding History

Ergoteles’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 Q2	–	Sell	-28,680	Closed	-$653K	–	1497
2023 Q1	$653K	Buy	+28,680	New	+$739K	0.03%	648

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

Millennium Management New York $276B AUM 44.8% 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

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

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

Ergoteles's SRDX Position: Q2 2023 in Review

Ergoteles sold out of Surmodics (SRDX) in Q2 2023, closing a stake of 28,680 shares — an estimated $653K sold.

Ergoteles first reported a position in SRDX in Q1 2023 and held it in 1 quarter. The position peaked at $653K in Q1 2023. 105 funds tracked by Wall St. Rank hold SRDX as of Q2 2023.

Ergoteles reported no remaining Surmodics position as of Q2 2023 after selling out during the quarter.
Ergoteles sold 28,680 Surmodics shares in Q2 2023, an estimated $653K.
Ergoteles first reported a position in Surmodics in Q1 2023 and held it in 1 quarter.
Ergoteles's Surmodics position peaked at $653K in Q1 2023.
105 funds tracked by Wall St. Rank held Surmodics as of Q2 2023.

Based on Ergoteles's 13F filing for Q2 2023, filed 14 Aug 2023.