MFS
SRDX

Mirabella Financial Services’s Surmodics SRDX Stock Holding History

Mirabella Financial Services’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
Q2 		– Sell
-9,589
Closed -$218K – 646
2023
Q1 		$218K Buy
+9,589
New +$247K 0.03% 346

Other funds holding SRDX

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

Mirabella Financial Services's SRDX Position: Q2 2023 in Review

Mirabella Financial Services sold out of Surmodics (SRDX) in Q2 2023, closing a stake of 9,589 shares — an estimated $218K sold.

Mirabella Financial Services first reported a position in SRDX in Q1 2023 and held it in 1 quarter. The position peaked at $218K in Q1 2023. 105 funds tracked by Wall St. Rank hold SRDX as of Q2 2023.

  • Mirabella Financial Services reported no remaining Surmodics position as of Q2 2023 after selling out during the quarter.
  • Mirabella Financial Services sold 9,589 Surmodics shares in Q2 2023, an estimated $218K.
  • Mirabella Financial Services first reported a position in Surmodics in Q1 2023 and held it in 1 quarter.
  • Mirabella Financial Services's Surmodics position peaked at $218K in Q1 2023.
  • 105 funds tracked by Wall St. Rank held Surmodics as of Q2 2023.

Based on Mirabella Financial Services's 13F filing for Q2 2023, filed 7 Aug 2023.