Meristem Family Wealth’s Surmodics SRDX Stock Holding History

Meristem Family Wealth’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
2021 Q4	–	Sell	-8,414	Closed	-$468K	–	430
2021 Q3	$468K	Buy	+8,414	New	+$467K	0.05%	237
2018 Q1	–	Sell	-8,196	Closed	-$229K	–	137
2017 Q4	$229K	Hold	8,196	–	–	0.08%	108
2017 Q3	$254K	Hold	8,196	–	–	0.1%	94
2017 Q2	$231K	Buy	+8,196	New	+$198K	0.09%	98
2017 Q1	–	Sell	-8,196	Closed	-$208K	–	110
2016 Q4	$208K	Hold	8,196	–	–	0.09%	100
2016 Q3	$247K	Buy	+8,196	New	+$225K	0.1%	100
2015 Q3	–	Sell	-8,715	Closed	-$204K	–	95
2015 Q2	$204K	Buy	8,715 +519	+6%	+$13K	0.09%	108
2015 Q1	$213K	Buy	+8,196	New	+$195K	0.09%	112
2014 Q1	–	Sell	-9,505	Closed	-$232K	–	114
2013 Q4	$232K	Hold	9,505	–	–	0.1%	108
2013 Q3	$226K	Buy	+9,505	New	+$204K	0.1%	100

Other funds holding SRDX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Trigran Investments Northbrook, Illinois $545M AUM 56.2% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

SCM

Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Meristem Family Wealth's SRDX Position: Q4 2021 in Review

Meristem Family Wealth sold out of Surmodics (SRDX) in Q4 2021, closing a stake of 8,414 shares — an estimated $468K sold.

Meristem Family Wealth first reported a position in SRDX in Q3 2013 and held it in 10 quarters. The position peaked at $468K in Q3 2021. 148 funds tracked by Wall St. Rank hold SRDX as of Q4 2021.

Meristem Family Wealth reported no remaining Surmodics position as of Q4 2021 after selling out during the quarter.
Meristem Family Wealth sold 8,414 Surmodics shares in Q4 2021, an estimated $468K.
Meristem Family Wealth first reported a position in Surmodics in Q3 2013 and held it in 10 quarters.
Meristem Family Wealth's Surmodics position peaked at $468K in Q3 2021.
148 funds tracked by Wall St. Rank held Surmodics as of Q4 2021.

Based on Meristem Family Wealth's 13F filing for Q4 2021, filed 10 Feb 2022.