Jupiter Asset Management’s Surmodics SRDX Stock Holding History

Jupiter Asset Management’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
2023 Q1	–	Sell	-11,541	Closed	-$392K	–	495
2022 Q4	$392K	Hold	11,541	–	–	0.01%	417
2022 Q3	$351K	Hold	11,541	–	–	0.01%	467
2022 Q2	$428K	Sell	11,541 -2,560	-18%	-$99.3K	0.01%	503
2022 Q1	$637K	Sell	14,101 -1,520	-10%	-$66.5K	0.01%	436
2021 Q4	$748K	Hold	15,621	–	–	0.01%	435
2021 Q3	$868K	Hold	15,621	–	–	0.01%	427
2021 Q2	$847K	Sell	15,621 -5,693	-27%	-$312K	0.01%	452
2021 Q1	$1.2M	Sell	21,314 -4,654	-18%	-$232K	0.01%	434
2020 Q4	$1.13M	Buy	25,968 +5,966	+30%	+$235K	0.01%	456
2020 Q3	$777K	Buy	+20,002	New	+$879K	0.01%	480

Other funds holding SRDX

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

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

SCM

Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return

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

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

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

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

SBH

Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return

Jupiter Asset Management's SRDX Position: Q1 2023 in Review

Jupiter Asset Management sold out of Surmodics (SRDX) in Q1 2023, closing a stake of 11,541 shares — an estimated $392K sold.

Jupiter Asset Management first reported a position in SRDX in Q3 2020 and held it in 10 quarters. The position peaked at $1.2M in Q1 2021. 119 funds tracked by Wall St. Rank hold SRDX as of Q1 2023.

Jupiter Asset Management reported no remaining Surmodics position as of Q1 2023 after selling out during the quarter.
Jupiter Asset Management sold 11,541 Surmodics shares in Q1 2023, an estimated $392K.
Jupiter Asset Management first reported a position in Surmodics in Q3 2020 and held it in 10 quarters.
Jupiter Asset Management's Surmodics position peaked at $1.2M in Q1 2021.
119 funds tracked by Wall St. Rank held Surmodics as of Q1 2023.

Based on Jupiter Asset Management's 13F filing for Q1 2023, filed 10 May 2023.