FGAM
SRDX

Financial Gravity Asset Management’s Surmodics SRDX Stock Holding History

Financial Gravity 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
2019
Q4 		– Sell
-3
Closed – – 1675
2019
Q3 		$0 Hold
3
– – ﹤0.01% 1520
2019
Q2 		$0 Buy
+3
New +$127 ﹤0.01% 1630

Other funds holding SRDX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Financial Gravity Asset Management's SRDX Position: Q4 2019 in Review

Financial Gravity Asset Management sold out of Surmodics (SRDX) in Q4 2019, closing a stake of 3 shares.

Financial Gravity Asset Management first reported a position in SRDX in Q2 2019 and held it in 2 quarters. The position peaked at $0 in Q3 2019. 143 funds tracked by Wall St. Rank hold SRDX as of Q4 2019.

  • Financial Gravity Asset Management reported no remaining Surmodics position as of Q4 2019 after selling out during the quarter.
  • Financial Gravity Asset Management sold 3 Surmodics shares in Q4 2019.
  • Financial Gravity Asset Management first reported a position in Surmodics in Q2 2019 and held it in 2 quarters.
  • Financial Gravity Asset Management's Surmodics position peaked at $0 in Q3 2019.
  • 143 funds tracked by Wall St. Rank held Surmodics as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.