HW
SRDX

Hancock Whitney’s Surmodics SRDX Stock Holding History

Hancock Whitney’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
2023
Q1 		– Sell
-7,891
Closed -$269K – 660
2022
Q4 		$269K Sell
7,891
-2,578
-25% -$86.4K 0.01% 555
2022
Q3 		$318K Buy
10,469
+3,385
+48% +$116K 0.01% 513
2022
Q2 		$264K Sell
7,084
-213
-3% -$8.26K 0.01% 577
2022
Q1 		$331K Sell
7,297
-5,774
-44% -$253K 0.01% 572
2021
Q4 		$629K Sell
13,071
-265
-2% -$13.3K 0.02% 432
2021
Q3 		$741K Sell
13,336
-1,114
-8% -$61.9K 0.03% 373
2021
Q2 		$784K Sell
14,450
-20
-0.1% -$1.1K 0.03% 450
2021
Q1 		$811K Buy
14,470
+149
+1% +$7.43K 0.03% 445
2020
Q4 		$623K Sell
14,321
-9,342
-39% -$368K 0.02% 477
2020
Q3 		$921K Buy
23,663
+10,572
+81% +$464K 0.03% 383
2020
Q2 		$566K Buy
+13,091
New +$496K 0.02% 487

Other funds holding SRDX

TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 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 $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return