IA
SRDX

IndexIQ Advisors’s Surmodics SRDX Stock Holding History

IndexIQ Advisors’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
Q1 		$428K Buy
+9,441
New +$413K 0.02% 444
2021
Q1 		– Sell
-6,286
Closed -$274K – 1305
2020
Q4 		$274K Buy
6,286
+649
+12% +$25.6K 0.01% 740
2020
Q3 		$219K Buy
5,637
+305
+6% +$13.4K 0.01% 567
2020
Q2 		$231K Sell
5,332
-670
-11% -$25.4K 0.01% 446
2020
Q1 		$200K Buy
+6,002
New +$217K 0.01% 303

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
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 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

IndexIQ Advisors's SRDX Position: Q1 2022 in Review

IndexIQ Advisors opened a new position in Surmodics (SRDX) in Q1 2022: 9,441 shares worth $428K. The stake represents 0.02% of the portfolio and ranks #444 among its holdings. This is a return to the name: IndexIQ Advisors previously reported a position in SRDX as recently as Q4 2020.

IndexIQ Advisors first reported a position in SRDX in Q1 2020 and has held it in 5 quarters since. 135 funds tracked by Wall St. Rank hold SRDX as of Q1 2022.

  • IndexIQ Advisors held 9,441 shares of Surmodics worth $428K as of Q1 2022.
  • Surmodics was a new IndexIQ Advisors position in Q1 2022.
  • Surmodics made up 0.02% of IndexIQ Advisors's portfolio in Q1 2022, its #444 holding.
  • IndexIQ Advisors first reported a position in Surmodics in Q1 2020 and has held it in 5 quarters since.
  • 135 funds tracked by Wall St. Rank held Surmodics as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.