FP
SRDX

Foundry Partners’s Surmodics SRDX Stock Holding History

Foundry Partners’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
2018
Q3 		– Sell
-70,915
Closed -$3.92M – 404
2018
Q2 		$3.92M Sell
70,915
-14,285
-17% -$660K 0.16% 220
2018
Q1 		$3.24M Sell
85,200
-50
-0.1% -$1.55K 0.14% 222
2017
Q4 		$2.39M Sell
85,250
-3,325
-4% -$101K 0.1% 249
2017
Q3 		$2.75M Buy
+88,575
New +$2.41M 0.11% 275

Other funds holding SRDX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $545M AUM 56.2% 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
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Foundry Partners's SRDX Position: Q3 2018 in Review

Foundry Partners sold out of Surmodics (SRDX) in Q3 2018, closing a stake of 70,915 shares — an estimated $3.92M sold.

Foundry Partners first reported a position in SRDX in Q3 2017 and held it in 4 quarters. The position peaked at $3.92M in Q2 2018. 168 funds tracked by Wall St. Rank hold SRDX as of Q3 2018.

  • Foundry Partners reported no remaining Surmodics position as of Q3 2018 after selling out during the quarter.
  • Foundry Partners sold 70,915 Surmodics shares in Q3 2018, an estimated $3.92M.
  • Foundry Partners first reported a position in Surmodics in Q3 2017 and held it in 4 quarters.
  • Foundry Partners's Surmodics position peaked at $3.92M in Q2 2018.
  • 168 funds tracked by Wall St. Rank held Surmodics as of Q3 2018.

Based on Foundry Partners's 13F filing for Q3 2018, filed 17 Oct 2018.