FIM
SRDX

Freedom Investment Management’s Surmodics SRDX Stock Holding History

Freedom Investment 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
2018
Q3 		– Sell
-8,025
Closed -$443K – 970
2018
Q2 		$443K Buy
+8,025
New +$371K 0.03% 607

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TI
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Dimensional Fund Advisors
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State Street
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RA
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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

Freedom Investment Management's SRDX Position: Q3 2018 in Review

Freedom Investment Management sold out of Surmodics (SRDX) in Q3 2018, closing a stake of 8,025 shares — an estimated $443K sold.

Freedom Investment Management first reported a position in SRDX in Q2 2018 and held it in 1 quarter. The position peaked at $443K in Q2 2018. 168 funds tracked by Wall St. Rank hold SRDX as of Q3 2018.

  • Freedom Investment Management reported no remaining Surmodics position as of Q3 2018 after selling out during the quarter.
  • Freedom Investment Management sold 8,025 Surmodics shares in Q3 2018, an estimated $443K.
  • Freedom Investment Management first reported a position in Surmodics in Q2 2018 and held it in 1 quarter.
  • Freedom Investment Management's Surmodics position peaked at $443K in Q2 2018.
  • 168 funds tracked by Wall St. Rank held Surmodics as of Q3 2018.

Based on Freedom Investment Management's 13F filing for Q3 2018, filed 17 Oct 2018.