MNBTD
SRDX

Moody National Bank Trust Division’s Surmodics SRDX Stock Holding History

Moody National Bank Trust Division’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
2024
Q2 		– Sell
-10,341
Closed -$303K – 481
2024
Q1 		$303K Hold
10,341
– – 0.02% 392
2023
Q4 		$376K Buy
10,341
+1,331
+15% +$43.6K 0.03% 383
2023
Q3 		$289K Buy
9,010
+1,418
+19% +$48.2K 0.02% 505
2023
Q2 		$238K Buy
+7,592
New +$173K 0.02% 563
2019
Q2 		– Sell
-120
Closed -$5K – 888
2019
Q1 		$5K Buy
+120
New +$6.12K ﹤0.01% 957

Other funds holding SRDX

BCM
Beryl Capital Management Redondo Beach, California $111M AUM 205.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $545M AUM 56.2% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Moody National Bank Trust Division's SRDX Position: Q2 2024 in Review

Moody National Bank Trust Division sold out of Surmodics (SRDX) in Q2 2024, closing a stake of 10,341 shares — an estimated $303K sold.

Moody National Bank Trust Division first reported a position in SRDX in Q1 2019 and held it in 5 quarters. The position peaked at $376K in Q4 2023. 124 funds tracked by Wall St. Rank hold SRDX as of Q2 2024.

  • Moody National Bank Trust Division reported no remaining Surmodics position as of Q2 2024 after selling out during the quarter.
  • Moody National Bank Trust Division sold 10,341 Surmodics shares in Q2 2024, an estimated $303K.
  • Moody National Bank Trust Division first reported a position in Surmodics in Q1 2019 and held it in 5 quarters.
  • Moody National Bank Trust Division's Surmodics position peaked at $376K in Q4 2023.
  • 124 funds tracked by Wall St. Rank held Surmodics as of Q2 2024.

Based on Moody National Bank Trust Division's 13F filing for Q2 2024, filed 3 Jul 2024.