KF
SURG

Kopp Funds’s SYNERGETICS USA, INC. SURG Stock Holding History

Kopp Funds’s Portfolio SURG Stock Details SURG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		$3.17M Buy
+875,753
New +$3.58M 1.43% 20

Other funds holding SURG

CAM
Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
AWMDMG
Austin W. Marxe & David M. Greenhouse New York $733M AUM 21.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
KIA
Kopp Investment Advisors Bloomington, Minnesota $54.4M AUM 14.33% 1-Year Est. Return
NC
Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return
WPC
White Pine Capital Bloomington, Minnesota $355M AUM 45.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kopp Funds's SURG Position: Q4 2013 in Review

Kopp Funds opened a new position in SYNERGETICS USA, INC. (SURG) in Q4 2013: 875,753 shares worth $3.17M. The stake represents 1.43% of the portfolio and ranks #20 among its holdings.

57 funds tracked by Wall St. Rank hold SURG as of Q4 2013.

  • Kopp Funds held 875,753 shares of SYNERGETICS USA, INC. worth $3.17M as of Q4 2013.
  • SYNERGETICS USA, INC. was a new Kopp Funds position in Q4 2013.
  • SYNERGETICS USA, INC. made up 1.43% of Kopp Funds's portfolio in Q4 2013, its #20 holding.
  • 57 funds tracked by Wall St. Rank held SYNERGETICS USA, INC. as of Q4 2013.

Based on Kopp Funds's 13F filing for Q4 2013, filed 21 Jan 2014.