GC
SRDX

Globeflex Capital’s Surmodics SRDX Stock Holding History

Globeflex Capital’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
2021
Q3 		– Sell
-4,822
Closed -$262K – 487
2021
Q2 		$262K Sell
4,822
-860
-15% -$47.2K 0.05% 357
2021
Q1 		$319K Sell
5,682
-12,147
-68% -$606K 0.06% 345
2020
Q4 		$776K Sell
17,829
-4,114
-19% -$162K 0.17% 208
2020
Q3 		$854K Buy
21,943
+1,378
+7% +$60.5K 0.23% 155
2020
Q2 		$889K Buy
+20,565
New +$778K 0.23% 146

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return

Globeflex Capital's SRDX Position: Q3 2021 in Review

Globeflex Capital sold out of Surmodics (SRDX) in Q3 2021, closing a stake of 4,822 shares — an estimated $262K sold.

Globeflex Capital first reported a position in SRDX in Q2 2020 and held it in 5 quarters. The position peaked at $889K in Q2 2020. 152 funds tracked by Wall St. Rank hold SRDX as of Q3 2021.

  • Globeflex Capital reported no remaining Surmodics position as of Q3 2021 after selling out during the quarter.
  • Globeflex Capital sold 4,822 Surmodics shares in Q3 2021, an estimated $262K.
  • Globeflex Capital first reported a position in Surmodics in Q2 2020 and held it in 5 quarters.
  • Globeflex Capital's Surmodics position peaked at $889K in Q2 2020.
  • 152 funds tracked by Wall St. Rank held Surmodics as of Q3 2021.

Based on Globeflex Capital's 13F filing for Q3 2021, filed 12 Nov 2021.