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 – 1672
2024
Q2 		$267K Buy
+6,342
New +$216K ﹤0.01% 1215
2019
Q3 		– Sell
-10,400
Closed -$449K – 1094
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 – 769
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 $5.7T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BCM
Beryl Capital Management Redondo Beach, California $109M AUM 317.92% 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 $1.66T AUM 25.57% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return