JOYN Advisors’s Surmodics SRDX Stock Holding History

JOYN 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
2019 Q1	–	Sell	-12	Closed	-$1K	–	1218
2018 Q4	$1K	Hold	12	–	–	﹤0.01%	1672
2018 Q3	$1K	Hold	12	–	–	﹤0.01%	1664
2018 Q2	$1K	Hold	12	–	–	﹤0.01%	1649
2018 Q1	$0	Buy	+12	New	+$372	﹤0.01%	1403

Other funds holding SRDX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Trigran Investments Northbrook, Illinois $545M AUM 56.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

JOYN Advisors's SRDX Position: Q1 2019 in Review

JOYN Advisors sold out of Surmodics (SRDX) in Q1 2019, closing a stake of 12 shares — an estimated $1K sold.

JOYN Advisors first reported a position in SRDX in Q1 2018 and held it in 4 quarters. The position peaked at $1K in Q4 2018. 151 funds tracked by Wall St. Rank hold SRDX as of Q1 2019.

JOYN Advisors reported no remaining Surmodics position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 12 Surmodics shares in Q1 2019, an estimated $1K.
JOYN Advisors first reported a position in Surmodics in Q1 2018 and held it in 4 quarters.
JOYN Advisors's Surmodics position peaked at $1K in Q4 2018.
151 funds tracked by Wall St. Rank held Surmodics as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.