Gemmer Asset Management’s Surmodics SRDX Stock Holding History

Gemmer 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
2022 Q2	–	Sell	-69	Closed	-$3K	–	999
2022 Q1	$3K	Buy	69 +13	+23%	+$569	﹤0.01%	1113
2021 Q4	$3K	Hold	56	–	–	﹤0.01%	1143
2021 Q3	$3K	Hold	56	–	–	﹤0.01%	1146
2021 Q2	$3K	Hold	56	–	–	﹤0.01%	1330
2021 Q1	$3K	Hold	56	–	–	﹤0.01%	1299
2020 Q4	$2K	Hold	56	–	–	﹤0.01%	1345
2020 Q3	$2K	Hold	56	–	–	﹤0.01%	1226
2020 Q2	$2K	Sell	56 -11	-16%	-$416	﹤0.01%	1202
2020 Q1	$2K	Sell	67 -17	-20%	-$614	﹤0.01%	1114
2019 Q4	$3K	Buy	84 +4	+5%	+$168	﹤0.01%	1174
2019 Q3	$4K	Buy	80 +10	+14%	+$436	﹤0.01%	1070
2019 Q2	$3K	Buy	70 +23	+49%	+$971	﹤0.01%	1163
2019 Q1	$2K	Hold	47	–	–	﹤0.01%	1287
2018 Q4	$2K	Hold	47	–	–	﹤0.01%	1239
2018 Q3	$4K	Sell	47 -89	-65%	-$6.13K	﹤0.01%	1102
2018 Q2	$8K	Hold	136	–	–	﹤0.01%	821
2018 Q1	$5K	Hold	136	–	–	﹤0.01%	1005
2017 Q4	$4K	Hold	136	–	–	﹤0.01%	1068
2017 Q3	$4K	Hold	136	–	–	﹤0.01%	1045
2017 Q2	$4K	Hold	136	–	–	﹤0.01%	1026
2017 Q1	$3K	Hold	136	–	–	﹤0.01%	1128
2016 Q4	$3K	Hold	136	–	–	﹤0.01%	1105
2016 Q3	$4K	Hold	136	–	–	﹤0.01%	983
2016 Q2	$3K	Hold	136	–	–	﹤0.01%	1080
2016 Q1	$2K	Buy	136 +3	+2%	+$56	﹤0.01%	1117
2015 Q4	$3K	Buy	133 +44	+49%	+$934	﹤0.01%	1022
2015 Q3	$2K	Hold	89	–	–	﹤0.01%	1129
2015 Q2	$2K	Hold	89	–	–	﹤0.01%	1166
2015 Q1	$2K	Hold	89	–	–	﹤0.01%	1205
2014 Q4	$2K	Hold	89	–	–	﹤0.01%	1173
2014 Q3	$2K	Hold	89	–	–	﹤0.01%	1169
2014 Q2	$2K	Hold	89	–	–	﹤0.01%	1203
2014 Q1	$2K	Buy	+89	New	+$2.17K	﹤0.01%	1182

Other funds holding SRDX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return