KCM
SRDX

Kennedy Capital Management’s Surmodics SRDX Stock Holding History

Kennedy Capital 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
2024
Q3 		– Sell
-173,840
Closed -$7.31M – 733
2024
Q2 		$7.31M Buy
173,840
+35,431
+26% +$1.21M 0.16% 219
2024
Q1 		$4.06M Sell
138,409
-938
-0.7% -$29.9K 0.08% 368
2023
Q4 		$5.07M Sell
139,347
-90,435
-39% -$2.96M 0.11% 307
2023
Q3 		$7.37M Sell
229,782
-63,577
-22% -$2.16M 0.18% 207
2023
Q2 		$9.19M Buy
293,359
+203,832
+228% +$4.65M 0.21% 170
2023
Q1 		$2.04M Buy
+89,527
New +$2.31M 0.06% 400
2021
Q4 		– Sell
-51,351
Closed -$2.85M – 641
2021
Q3 		$2.85M Sell
51,351
-5,653
-10% -$314K 0.06% 436
2021
Q2 		$3.09M Sell
57,004
-42,085
-42% -$2.31M 0.07% 441
2021
Q1 		$5.56M Buy
99,089
+26,831
+37% +$1.34M 0.11% 345
2020
Q4 		$3.15M Sell
72,258
-28,212
-28% -$1.11M 0.07% 439
2020
Q3 		$3.91M Buy
100,470
+14
+0% +$615 0.11% 359
2020
Q2 		$4.34M Buy
100,456
+54,188
+117% +$2.05M 0.13% 313
2020
Q1 		$1.54M Buy
+46,268
New +$1.67M 0.06% 502
2014
Q4 		– Sell
-32,130
Closed -$583K – 779
2014
Q3 		$583K Buy
+32,130
New +$642K 0.01% 702

Other funds holding SRDX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BCM
Beryl Capital Management Redondo Beach, California $111M AUM 205.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $545M AUM 56.2% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kennedy Capital Management's SRDX Position: Q3 2024 in Review

Kennedy Capital Management sold out of Surmodics (SRDX) in Q3 2024, closing a stake of 173,840 shares — an estimated $7.31M sold.

Kennedy Capital Management first reported a position in SRDX in Q3 2014 and held it in 14 quarters. The position peaked at $9.19M in Q2 2023. 126 funds tracked by Wall St. Rank hold SRDX as of Q3 2024.

  • Kennedy Capital Management reported no remaining Surmodics position as of Q3 2024 after selling out during the quarter.
  • Kennedy Capital Management sold 173,840 Surmodics shares in Q3 2024, an estimated $7.31M.
  • Kennedy Capital Management first reported a position in Surmodics in Q3 2014 and held it in 14 quarters.
  • Kennedy Capital Management's Surmodics position peaked at $9.19M in Q2 2023.
  • 126 funds tracked by Wall St. Rank held Surmodics as of Q3 2024.

Based on Kennedy Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.