JG
SRDX

Jefferies Group’s Surmodics SRDX Stock Holding History

Jefferies Group’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
2019
Q4 		– Sell
-6,633
Closed -$303K – 2963
2019
Q3 		$303K Buy
+6,633
New +$289K ﹤0.01% 2179
2018
Q1 		– Sell
-8,503
Closed -$238K – 2679
2017
Q4 		$238K Buy
+8,503
New +$260K ﹤0.01% 2127
2015
Q3 		– Sell
-1,721
Closed -$40K – 2963
2015
Q2 		$40K Buy
+1,721
New +$43.2K ﹤0.01% 2501

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 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

Jefferies Group's SRDX Position: Q4 2019 in Review

Jefferies Group sold out of Surmodics (SRDX) in Q4 2019, closing a stake of 6,633 shares — an estimated $303K sold.

Jefferies Group first reported a position in SRDX in Q2 2015 and held it in 3 quarters. The position peaked at $303K in Q3 2019. 143 funds tracked by Wall St. Rank hold SRDX as of Q4 2019.

  • Jefferies Group reported no remaining Surmodics position as of Q4 2019 after selling out during the quarter.
  • Jefferies Group sold 6,633 Surmodics shares in Q4 2019, an estimated $303K.
  • Jefferies Group first reported a position in Surmodics in Q2 2015 and held it in 3 quarters.
  • Jefferies Group's Surmodics position peaked at $303K in Q3 2019.
  • 143 funds tracked by Wall St. Rank held Surmodics as of Q4 2019.

Based on Jefferies Group's 13F filing for Q4 2019, filed 13 Feb 2020.