JO
SURG

John Overdeck’s SYNERGETICS USA, INC. SURG Stock Holding History

John Overdeck’s Portfolio SURG Stock Details SURG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-19,158
Closed -$87K – 2522
2013
Q3 		$87K Sell
19,158
-31,327
-62% -$130K ﹤0.01% 1760
2013
Q2 		$199K Buy
+50,485
New +$166K ﹤0.01% 1779

Other funds holding SURG

CAM
Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return
AWMDMG
Austin W. Marxe & David M. Greenhouse New York $733M AUM 21.72% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
KF
Kopp Funds Milwaukee, Wisconsin $221M AUM
KIA
Kopp Investment Advisors Bloomington, Minnesota $54.4M AUM 14.33% 1-Year Est. Return
NC
Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return
WPC
White Pine Capital Bloomington, Minnesota $423M AUM 67.01% 1-Year Est. Return

John Overdeck's SURG Position: Q4 2013 in Review

John Overdeck sold out of SYNERGETICS USA, INC. (SURG) in Q4 2013, closing a stake of 19,158 shares — an estimated $87K sold.

John Overdeck first reported a position in SURG in Q2 2013 and held it in 2 quarters. The position peaked at $199K in Q2 2013. 57 funds tracked by Wall St. Rank hold SURG as of Q4 2013.

  • John Overdeck reported no remaining SYNERGETICS USA, INC. position as of Q4 2013 after selling out during the quarter.
  • John Overdeck sold 19,158 SYNERGETICS USA, INC. shares in Q4 2013, an estimated $87K.
  • John Overdeck first reported a position in SYNERGETICS USA, INC. in Q2 2013 and held it in 2 quarters.
  • John Overdeck's SYNERGETICS USA, INC. position peaked at $199K in Q2 2013.
  • 57 funds tracked by Wall St. Rank held SYNERGETICS USA, INC. as of Q4 2013.

Based on Two Sigma Investments's 13F filing for Q4 2013, filed 14 Feb 2014.