Loomis, Sayles & Company
SRDX

Loomis, Sayles & Company’s Surmodics SRDX Stock Holding History

Loomis, Sayles & Company’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
2017
Q4 		– Sell
-124
Closed -$4K – 927
2017
Q3 		$4K Hold
124
– – ﹤0.01% 860
2017
Q2 		$3K Hold
124
– – ﹤0.01% 894
2017
Q1 		$3K Buy
+124
New +$3.04K ﹤0.01% 911
2016
Q4 		– Sell
-282,601
Closed -$8.5M – 1098
2016
Q3 		$8.5M Sell
282,601
-8,441
-3% -$232K 0.02% 442
2016
Q2 		$6.83M Sell
291,042
-221
-0.1% -$4.84K 0.02% 473
2016
Q1 		$5.36M Sell
291,263
-602
-0.2% -$11.3K 0.02% 483
2015
Q4 		$5.92M Sell
291,865
-4,803
-2% -$102K 0.02% 480
2015
Q3 		$6.48M Hold
296,668
– – 0.02% 467
2015
Q2 		$6.95M Sell
296,668
-718
-0.2% -$18K 0.02% 503
2015
Q1 		$7.74M Sell
297,386
-3,615
-1% -$86.1K 0.02% 508
2014
Q4 		$6.65M Sell
301,001
-5,431
-2% -$115K 0.02% 526
2014
Q3 		$5.57M Sell
306,432
-1,273
-0.4% -$25.4K 0.02% 534
2014
Q2 		$6.59M Buy
307,705
+62,251
+25% +$1.33M 0.02% 540
2014
Q1 		$5.55M Sell
245,454
-6,638
-3% -$162K 0.02% 539
2013
Q4 		$6.15M Buy
252,092
+51,040
+25% +$1.2M 0.02% 528
2013
Q3 		$4.78M Sell
201,052
-847
-0.4% -$18.2K 0.02% 543
2013
Q2 		$4.04M Buy
+201,899
New +$5.05M 0.01% 537

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TA
Teton Advisors Rye, New York $173M AUM 77.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Loomis, Sayles & Company's SRDX Position: Q4 2017 in Review

Loomis, Sayles & Company sold out of Surmodics (SRDX) in Q4 2017, closing a stake of 124 shares — an estimated $4K sold.

Loomis, Sayles & Company first reported a position in SRDX in Q2 2013 and held it in 17 quarters. The position peaked at $8.5M in Q3 2016. 115 funds tracked by Wall St. Rank hold SRDX as of Q4 2017.

  • Loomis, Sayles & Company reported no remaining Surmodics position as of Q4 2017 after selling out during the quarter.
  • Loomis, Sayles & Company sold 124 Surmodics shares in Q4 2017, an estimated $4K.
  • Loomis, Sayles & Company first reported a position in Surmodics in Q2 2013 and held it in 17 quarters.
  • Loomis, Sayles & Company's Surmodics position peaked at $8.5M in Q3 2016.
  • 115 funds tracked by Wall St. Rank held Surmodics as of Q4 2017.

Based on Loomis, Sayles & Company's 13F filing for Q4 2017, filed 14 Feb 2018.