MPWT
SRDX

MassMutual Private Wealth & Trust’s Surmodics SRDX Stock Holding History

MassMutual Private Wealth & Trust’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
-43
Closed -$1K – 1886
2022
Q4 		$1K Buy
+43
New +$1.44K ﹤0.01% 1546
2022
Q3 		– Sell
-22
Closed -$1K – 1800
2022
Q2 		$1K Buy
+22
New +$853 ﹤0.01% 1417

Other funds holding SRDX

TI
Trigran Investments Northbrook, Illinois $545M AUM 56.2% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return

MassMutual Private Wealth & Trust's SRDX Position: Q1 2023 in Review

MassMutual Private Wealth & Trust sold out of Surmodics (SRDX) in Q1 2023, closing a stake of 43 shares — an estimated $1K sold.

MassMutual Private Wealth & Trust first reported a position in SRDX in Q2 2022 and held it in 2 quarters. The position peaked at $1K in Q4 2022. 119 funds tracked by Wall St. Rank hold SRDX as of Q1 2023.

  • MassMutual Private Wealth & Trust reported no remaining Surmodics position as of Q1 2023 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 43 Surmodics shares in Q1 2023, an estimated $1K.
  • MassMutual Private Wealth & Trust first reported a position in Surmodics in Q2 2022 and held it in 2 quarters.
  • MassMutual Private Wealth & Trust's Surmodics position peaked at $1K in Q4 2022.
  • 119 funds tracked by Wall St. Rank held Surmodics as of Q1 2023.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2023, filed 11 Apr 2023.