NYLIM
SRDX

New York Life Investment Management’s Surmodics SRDX Stock Holding History

New York Life Investment 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
2025
Q1 		– Sell
-15,784
Closed -$625K – 846
2024
Q4 		$625K Sell
15,784
-2,584
-14% -$100K 0.01% 758
2024
Q3 		$712K Buy
18,368
+15
+0.1% +$607 0.01% 770
2024
Q2 		$772K Buy
+18,353
New +$626K 0.01% 738
2023
Q1 		– Sell
-12,516
Closed -$427K – 1377
2022
Q4 		$427K Buy
12,516
+1,414
+13% +$47.4K ﹤0.01% 1023
2022
Q3 		$338K Buy
11,102
+814
+8% +$27.9K ﹤0.01% 1053
2022
Q2 		$383K Buy
+10,288
New +$399K ﹤0.01% 1018

Other funds holding SRDX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

New York Life Investment Management's SRDX Position: Q1 2025 in Review

New York Life Investment Management sold out of Surmodics (SRDX) in Q1 2025, closing a stake of 15,784 shares — an estimated $625K sold.

New York Life Investment Management first reported a position in SRDX in Q2 2022 and held it in 6 quarters. The position peaked at $772K in Q2 2024. 135 funds tracked by Wall St. Rank hold SRDX as of Q1 2025.

  • New York Life Investment Management reported no remaining Surmodics position as of Q1 2025 after selling out during the quarter.
  • New York Life Investment Management sold 15,784 Surmodics shares in Q1 2025, an estimated $625K.
  • New York Life Investment Management first reported a position in Surmodics in Q2 2022 and held it in 6 quarters.
  • New York Life Investment Management's Surmodics position peaked at $772K in Q2 2024.
  • 135 funds tracked by Wall St. Rank held Surmodics as of Q1 2025.

Based on New York Life Investment Management's 13F filing for Q1 2025, filed 8 May 2025.