Mackenzie Financial
SRDX

Mackenzie Financial’s Surmodics SRDX Stock Holding History

Mackenzie Financial’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
-6,342
Closed -$267K – 1671
2024
Q2 		$267K Buy
+6,342
New +$216K ﹤0.01% 1215
2019
Q3 		– Sell
-10,400
Closed -$449K – 1093
2019
Q2 		$449K Sell
10,400
-30,660
-75% -$1.29M ﹤0.01% 873
2019
Q1 		$1.78M Sell
41,060
-1,335
-3% -$68K ﹤0.01% 818
2018
Q4 		$2M Buy
42,395
+13,065
+45% +$784K 0.01% 703
2018
Q3 		$2.19M Buy
+29,330
New +$2.02M 0.01% 640
2014
Q4 		– Sell
-45,900
Closed -$834K – 768
2014
Q3 		$834K Sell
45,900
-42,100
-48% -$841K ﹤0.01% 538
2014
Q2 		$1.89M Buy
88,000
+62,100
+240% +$1.33M 0.01% 426
2014
Q1 		$585K Buy
+25,900
New +$633K ﹤0.01% 574

Other funds holding SRDX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
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
TI
Trigran Investments Northbrook, Illinois $545M AUM 56.2% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 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

Mackenzie Financial's SRDX Position: Q3 2024 in Review

Mackenzie Financial sold out of Surmodics (SRDX) in Q3 2024, closing a stake of 6,342 shares — an estimated $267K sold.

Mackenzie Financial first reported a position in SRDX in Q1 2014 and held it in 8 quarters. The position peaked at $2.19M in Q3 2018. 126 funds tracked by Wall St. Rank hold SRDX as of Q3 2024.

  • Mackenzie Financial reported no remaining Surmodics position as of Q3 2024 after selling out during the quarter.
  • Mackenzie Financial sold 6,342 Surmodics shares in Q3 2024, an estimated $267K.
  • Mackenzie Financial first reported a position in Surmodics in Q1 2014 and held it in 8 quarters.
  • Mackenzie Financial's Surmodics position peaked at $2.19M in Q3 2018.
  • 126 funds tracked by Wall St. Rank held Surmodics as of Q3 2024.

Based on Mackenzie Financial's 13F filing for Q3 2024, filed 13 Nov 2024.