Lindbrook Capital’s Surmodics SRDX Stock Holding History

Lindbrook Capital’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	-11	Closed	-$462	–	2905
2024 Q2	$462	Buy	+11	New	+$375	﹤0.01%	2623
2024 Q1	–	Sell	-44	Closed	-$1.6K	–	2752
2023 Q4	$1.6K	Buy	+44	New	+$1.44K	﹤0.01%	2335
2023 Q3	–	Sell	-11	Closed	-$344	–	2816
2023 Q2	$344	Buy	11 +4	+57%	+$91	﹤0.01%	2585
2023 Q1	$159	Hold	7	–	–	﹤0.01%	2729
2022 Q4	$239	Sell	7 -174	-96%	-$5.83K	﹤0.01%	2706
2022 Q3	$6K	Buy	181 +174	+2,486%	+$5.97K	﹤0.01%	1597
2022 Q2	$0	Hold	7	–	–	﹤0.01%	2753
2022 Q1	$0	Hold	7	–	–	﹤0.01%	2608
2021 Q4	$0	Hold	7	–	–	﹤0.01%	2197
2021 Q3	$0	Hold	7	–	–	﹤0.01%	1991
2021 Q2	$0	Hold	7	–	–	﹤0.01%	1998
2021 Q1	$0	Hold	7	–	–	﹤0.01%	1939
2020 Q4	$0	Hold	7	–	–	﹤0.01%	1868
2020 Q3	$0	Sell	7 -15	-68%	-$659	﹤0.01%	1833
2020 Q2	$1K	Hold	22	–	–	﹤0.01%	1629
2020 Q1	$1K	Hold	22	–	–	﹤0.01%	1557
2019 Q4	$1K	Hold	22	–	–	﹤0.01%	1445
2019 Q3	$1K	Hold	22	–	–	﹤0.01%	1390
2019 Q2	$0	Hold	22	–	–	﹤0.01%	1501
2019 Q1	$0	Hold	22	–	–	﹤0.01%	1497
2018 Q4	$1K	Buy	+22	New	+$1.32K	﹤0.01%	1300

Other funds holding SRDX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Trigran Investments Northbrook, Illinois $545M AUM 56.2% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Lindbrook Capital's SRDX Position: Q3 2024 in Review

Lindbrook Capital sold out of Surmodics (SRDX) in Q3 2024, closing a stake of 11 shares — an estimated $462 sold.

Lindbrook Capital first reported a position in SRDX in Q4 2018 and held it in 21 quarters. The position peaked at $6K in Q3 2022. 126 funds tracked by Wall St. Rank hold SRDX as of Q3 2024.

Lindbrook Capital reported no remaining Surmodics position as of Q3 2024 after selling out during the quarter.
Lindbrook Capital sold 11 Surmodics shares in Q3 2024, an estimated $462.
Lindbrook Capital first reported a position in Surmodics in Q4 2018 and held it in 21 quarters.
Lindbrook Capital's Surmodics position peaked at $6K in Q3 2022.
126 funds tracked by Wall St. Rank held Surmodics as of Q3 2024.

Based on Lindbrook Capital's 13F filing for Q3 2024, filed 1 Nov 2024.