MI
SRDX

Markston International’s Surmodics SRDX Stock Holding History

Markston International’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
2015
Q4 		– Sell
-350
Closed -$8K – 203
2015
Q3 		$8K Hold
350
– – ﹤0.01% 177
2015
Q2 		$8K Hold
350
– – ﹤0.01% 179
2015
Q1 		$9K Hold
350
– – ﹤0.01% 175
2014
Q4 		$8K Hold
350
– – ﹤0.01% 182
2014
Q3 		$6K Hold
350
– – ﹤0.01% 189
2014
Q2 		$7K Hold
350
– – ﹤0.01% 184
2014
Q1 		$8K Hold
350
– – ﹤0.01% 184
2013
Q4 		$9K Hold
350
– – ﹤0.01% 183
2013
Q3 		$8K Hold
350
– – ﹤0.01% 187
2013
Q2 		$7K Buy
+350
New +$8.76K ﹤0.01% 193

Other funds holding SRDX

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $545M AUM 56.2% 1-Year Est. Return

Markston International's SRDX Position: Q4 2015 in Review

Markston International sold out of Surmodics (SRDX) in Q4 2015, closing a stake of 350 shares — an estimated $8K sold.

Markston International first reported a position in SRDX in Q2 2013 and held it in 10 quarters. The position peaked at $9K in Q1 2015. 120 funds tracked by Wall St. Rank hold SRDX as of Q4 2015.

  • Markston International reported no remaining Surmodics position as of Q4 2015 after selling out during the quarter.
  • Markston International sold 350 Surmodics shares in Q4 2015, an estimated $8K.
  • Markston International first reported a position in Surmodics in Q2 2013 and held it in 10 quarters.
  • Markston International's Surmodics position peaked at $9K in Q1 2015.
  • 120 funds tracked by Wall St. Rank held Surmodics as of Q4 2015.

Based on Markston International's 13F filing for Q4 2015, filed 8 Feb 2016.