MCM
SRDX

McKinley Capital Management’s Surmodics SRDX Stock Holding History

McKinley Capital 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
2017
Q2 		– Sell
-650
Closed -$16K – 558
2017
Q1 		$16K Sell
650
-1,010
-61% -$24.8K ﹤0.01% 451
2016
Q4 		$42K Sell
1,660
-7,360
-82% -$193K ﹤0.01% 427
2016
Q3 		$271K Buy
+9,020
New +$248K 0.01% 331
2015
Q4 		– Sell
-118,803
Closed -$2.6M – 364
2015
Q3 		$2.6M Sell
118,803
-67
-0.1% -$1.57K 0.13% 167
2015
Q2 		$2.78M Buy
118,870
+59,573
+100% +$1.49M 0.12% 181
2015
Q1 		$1.54M Buy
+59,297
New +$1.41M 0.06% 202

Other funds holding SRDX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return