JIM
SRDX

Jupiter Investment Management’s Surmodics SRDX Stock Holding History

Jupiter Investment 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
2019
Q2 		– Sell
-37,053
Closed -$1.61M – 417
2019
Q1 		$1.61M Sell
37,053
-3,060
-8% -$156K 0.01% 233
2018
Q4 		$1.9M Buy
40,113
+2,307
+6% +$138K 0.02% 212
2018
Q3 		$2.82M Hold
37,806
– – 0.02% 215
2018
Q2 		$2.09M Buy
+37,806
New +$1.75M 0.01% 242

Other funds holding SRDX

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TI
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Vanguard Group
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Dimensional Fund Advisors
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return