HIM
SRDX

Hillsdale Investment Management’s Surmodics SRDX Stock Holding History

Hillsdale 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
2024
Q1 		– Sell
-4,570
Closed -$166K – 669
2023
Q4 		$166K Buy
4,570
+620
+16% +$20.3K 0.01% 377
2023
Q3 		$127K Buy
+3,950
New +$134K 0.01% 381
2018
Q4 		– Sell
-21,010
Closed -$1.57M – 643
2018
Q3 		$1.57M Buy
+21,010
New +$1.45M 0.21% 99
2014
Q4 		– Sell
-10,900
Closed -$198K – 589
2014
Q3 		$198K Hold
10,900
– – 0.06% 307
2014
Q2 		$233K Hold
10,900
– – 0.05% 298
2014
Q1 		$246K Hold
10,900
– – 0.07% 263
2013
Q4 		$266K Buy
+10,900
New +$257K 0.08% 242
2013
Q3 		– Sell
-13,700
Closed -$274K – 563
2013
Q2 		$274K Buy
+13,700
New +$343K 0.09% 212

Other funds holding SRDX

TI
Trigran Investments Northbrook, Illinois $545M AUM 56.2% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Hillsdale Investment Management's SRDX Position: Q1 2024 in Review

Hillsdale Investment Management sold out of Surmodics (SRDX) in Q1 2024, closing a stake of 4,570 shares — an estimated $166K sold.

Hillsdale Investment Management first reported a position in SRDX in Q2 2013 and held it in 8 quarters. The position peaked at $1.57M in Q3 2018. 113 funds tracked by Wall St. Rank hold SRDX as of Q1 2024.

  • Hillsdale Investment Management reported no remaining Surmodics position as of Q1 2024 after selling out during the quarter.
  • Hillsdale Investment Management sold 4,570 Surmodics shares in Q1 2024, an estimated $166K.
  • Hillsdale Investment Management first reported a position in Surmodics in Q2 2013 and held it in 8 quarters.
  • Hillsdale Investment Management's Surmodics position peaked at $1.57M in Q3 2018.
  • 113 funds tracked by Wall St. Rank held Surmodics as of Q1 2024.

Based on Hillsdale Investment Management's 13F filing for Q1 2024, filed 10 May 2024.