MOACM
SRDX

Mutual of America Capital Management’s Surmodics SRDX Stock Holding History

Mutual of America 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
2022
Q4 		– Sell
-2,787
Closed -$85K – 1568
2022
Q3 		$85K Buy
2,787
+437
+19% +$15K ﹤0.01% 1551
2022
Q2 		$87K Buy
2,350
+337
+17% +$13.1K ﹤0.01% 1528
2022
Q1 		$91K Buy
2,013
+117
+6% +$5.12K ﹤0.01% 1540
2021
Q4 		$91K Buy
1,896
+47
+3% +$2.37K ﹤0.01% 1549
2021
Q3 		$103K Sell
1,849
-122
-6% -$6.78K ﹤0.01% 1518
2021
Q2 		$107K Buy
1,971
+134
+7% +$7.35K ﹤0.01% 1552
2021
Q1 		$103K Buy
1,837
+129
+8% +$6.43K ﹤0.01% 1543
2020
Q4 		$74K Buy
1,708
+61
+4% +$2.4K ﹤0.01% 1552
2020
Q3 		$64K Buy
1,647
+993
+152% +$43.6K ﹤0.01% 1501
2020
Q2 		$28K Buy
654
+61
+10% +$2.31K ﹤0.01% 1480
2020
Q1 		$20K Buy
593
+109
+23% +$3.94K ﹤0.01% 1495
2019
Q4 		$20K Sell
484
-17
-3% -$716 ﹤0.01% 1563
2019
Q3 		$23K Buy
501
+23
+5% +$1K ﹤0.01% 1544
2019
Q2 		$21K Buy
478
+93
+24% +$3.93K ﹤0.01% 1554
2019
Q1 		$17K Buy
385
+53
+16% +$2.7K ﹤0.01% 1559
2018
Q4 		$16K Buy
332
+79
+31% +$4.74K ﹤0.01% 1524
2018
Q3 		$19K Buy
253
+204
+416% +$14.1K ﹤0.01% 1492
2018
Q2 		$3K Buy
+49
New +$2.26K ﹤0.01% 1542

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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Mutual of America Capital Management's SRDX Position: Q4 2022 in Review

Mutual of America Capital Management sold out of Surmodics (SRDX) in Q4 2022, closing a stake of 2,787 shares — an estimated $85K sold.

Mutual of America Capital Management first reported a position in SRDX in Q2 2018 and held it in 18 quarters. The position peaked at $107K in Q2 2021. 121 funds tracked by Wall St. Rank hold SRDX as of Q4 2022.

  • Mutual of America Capital Management reported no remaining Surmodics position as of Q4 2022 after selling out during the quarter.
  • Mutual of America Capital Management sold 2,787 Surmodics shares in Q4 2022, an estimated $85K.
  • Mutual of America Capital Management first reported a position in Surmodics in Q2 2018 and held it in 18 quarters.
  • Mutual of America Capital Management's Surmodics position peaked at $107K in Q2 2021.
  • 121 funds tracked by Wall St. Rank held Surmodics as of Q4 2022.

Based on Mutual of America Capital Management's 13F filing for Q4 2022, filed 10 Feb 2023.