KIG
SRDX

Kowal Investment Group’s Surmodics SRDX Stock Holding History

Kowal Investment Group’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
2021
Q4 		– Sell
-300
Closed -$17K – 823
2021
Q3 		$17K Buy
+300
New +$16.7K 0.01% 414

Other funds holding SRDX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $545M AUM 56.2% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
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
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Kowal Investment Group's SRDX Position: Q4 2021 in Review

Kowal Investment Group sold out of Surmodics (SRDX) in Q4 2021, closing a stake of 300 shares — an estimated $17K sold.

Kowal Investment Group first reported a position in SRDX in Q3 2021 and held it in 1 quarter. The position peaked at $17K in Q3 2021. 148 funds tracked by Wall St. Rank hold SRDX as of Q4 2021.

  • Kowal Investment Group reported no remaining Surmodics position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 300 Surmodics shares in Q4 2021, an estimated $17K.
  • Kowal Investment Group first reported a position in Surmodics in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's Surmodics position peaked at $17K in Q3 2021.
  • 148 funds tracked by Wall St. Rank held Surmodics as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.