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 $5.7T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BCM
Beryl Capital Management Redondo Beach, California $109M AUM 317.92% 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 $1.66T AUM 25.57% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return