MAM
SRDX

Martingale Asset Management’s Surmodics SRDX Stock Holding History

Martingale Asset Management’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
2023
Q1 		– Sell
-6,603
Closed -$225K – 894
2022
Q4 		$225K Sell
6,603
-750
-10% -$25.1K ﹤0.01% 769
2022
Q3 		$224K Sell
7,353
-8,303
-53% -$285K ﹤0.01% 764
2022
Q2 		$584K Hold
15,656
– – 0.01% 615
2022
Q1 		$711K Buy
15,656
+100
+0.6% +$4.38K 0.01% 566
2021
Q4 		$750K Sell
15,556
-201
-1% -$10.1K 0.01% 557
2021
Q3 		$877K Buy
15,757
+9,150
+138% +$508K 0.01% 539
2021
Q2 		$359K Sell
6,607
-100
-1% -$5.49K ﹤0.01% 683
2021
Q1 		$377K Buy
6,707
+697
+12% +$34.8K ﹤0.01% 690
2020
Q4 		$262K Sell
6,010
-28,900
-83% -$1.14M ﹤0.01% 770
2020
Q3 		$1.36M Buy
34,910
+19,607
+128% +$861K 0.02% 542
2020
Q2 		$662K Buy
+15,303
New +$579K 0.01% 821
2015
Q2 		– Sell
-8,405
Closed -$219K – 906
2015
Q1 		$219K Buy
+8,405
New +$200K 0.01% 831
2013
Q3 		– Sell
-12,705
Closed -$255K – 1043
2013
Q2 		$255K Buy
+12,705
New +$318K 0.01% 890

Other funds holding SRDX

TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 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 $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return