JG
SRDX

Joel Greenblatt’s Surmodics SRDX Stock Holding History

Joel Greenblatt’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
2014
Q1 		– Sell
-46,744
Closed -$1.14M – 1083
2013
Q4 		$1.14M Sell
46,744
-8,163
-15% -$192K 0.03% 605
2013
Q3 		$1.31M Sell
54,907
-5,047
-8% -$108K 0.04% 537
2013
Q2 		$1.2M Buy
+59,954
New +$1.5M 0.05% 485

Other funds holding SRDX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Joel Greenblatt's SRDX Position: Q1 2014 in Review

Joel Greenblatt sold out of Surmodics (SRDX) in Q1 2014, closing a stake of 46,744 shares — an estimated $1.14M sold.

Joel Greenblatt first reported a position in SRDX in Q2 2013 and held it in 3 quarters. The position peaked at $1.31M in Q3 2013. 110 funds tracked by Wall St. Rank hold SRDX as of Q1 2014.

  • Joel Greenblatt reported no remaining Surmodics position as of Q1 2014 after selling out during the quarter.
  • Joel Greenblatt sold 46,744 Surmodics shares in Q1 2014, an estimated $1.14M.
  • Joel Greenblatt first reported a position in Surmodics in Q2 2013 and held it in 3 quarters.
  • Joel Greenblatt's Surmodics position peaked at $1.31M in Q3 2013.
  • 110 funds tracked by Wall St. Rank held Surmodics as of Q1 2014.

Based on Gotham Asset Management's 13F filing for Q1 2014, filed 15 May 2014.