LIA
SRDX

LS Investment Advisors’s Surmodics SRDX Stock Holding History

LS Investment Advisors’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
2020
Q3 		– Sell
-450
Closed -$19K – 1366
2020
Q2 		$19K Hold
450
– – ﹤0.01% 1412
2020
Q1 		$15K Hold
450
– – ﹤0.01% 1458
2019
Q4 		$19K Sell
450
-1,026
-70% -$43.2K ﹤0.01% 1548
2019
Q3 		$68K Hold
1,476
– – ﹤0.01% 1206
2019
Q2 		$64K Hold
1,476
– – ﹤0.01% 1235
2019
Q1 		$64K Buy
1,476
+513
+53% +$26.1K ﹤0.01% 1238
2018
Q4 		$46K Sell
963
-542
-36% -$32.5K ﹤0.01% 1292
2018
Q3 		$112K Sell
1,505
-414
-22% -$28.5K 0.01% 1083
2018
Q2 		$106K Sell
1,919
-70
-4% -$3.23K 0.01% 1124
2018
Q1 		$76K Hold
1,989
– – ﹤0.01% 1182
2017
Q4 		$56K Buy
1,989
+182
+10% +$5.55K ﹤0.01% 1278
2017
Q3 		$56K Buy
1,807
+537
+42% +$14.6K ﹤0.01% 1316
2017
Q2 		$36K Hold
1,270
– – ﹤0.01% 1443
2017
Q1 		$31K Buy
+1,270
New +$31.1K ﹤0.01% 1468

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

LS Investment Advisors's SRDX Position: Q3 2020 in Review

LS Investment Advisors sold out of Surmodics (SRDX) in Q3 2020, closing a stake of 450 shares — an estimated $19K sold.

LS Investment Advisors first reported a position in SRDX in Q1 2017 and held it in 14 quarters. The position peaked at $112K in Q3 2018. 141 funds tracked by Wall St. Rank hold SRDX as of Q3 2020.

  • LS Investment Advisors reported no remaining Surmodics position as of Q3 2020 after selling out during the quarter.
  • LS Investment Advisors sold 450 Surmodics shares in Q3 2020, an estimated $19K.
  • LS Investment Advisors first reported a position in Surmodics in Q1 2017 and held it in 14 quarters.
  • LS Investment Advisors's Surmodics position peaked at $112K in Q3 2018.
  • 141 funds tracked by Wall St. Rank held Surmodics as of Q3 2020.

Based on LS Investment Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.