O'Dell Group’s Surmodics SRDX Stock Holding History

O'Dell Group’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 Q1	–	Sell	-20	Closed	-$727	–	419
2023 Q4	$727	Buy	+20	New	+$655	﹤0.01%	466
2023 Q3	–	Sell	-20	Closed	-$627	–	422
2023 Q2	$627	Buy	+20	New	+$456	﹤0.01%	470
2022 Q3	–	Sell	-20	Closed	-$1K	–	490
2022 Q2	$1K	Hold	20	–	–	﹤0.01%	442
2022 Q1	$1K	Hold	20	–	–	﹤0.01%	495
2021 Q4	$1K	Hold	20	–	–	﹤0.01%	497
2021 Q3	$1K	Buy	+20	New	+$1.11K	﹤0.01%	474

Other funds holding SRDX

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SCM

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

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

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

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

O'Dell Group's SRDX Position: Q1 2024 in Review

O'Dell Group sold out of Surmodics (SRDX) in Q1 2024, closing a stake of 20 shares — an estimated $727 sold.

O'Dell Group first reported a position in SRDX in Q3 2021 and held it in 6 quarters. The position peaked at $1K in Q2 2022. 113 funds tracked by Wall St. Rank hold SRDX as of Q1 2024.

O'Dell Group reported no remaining Surmodics position as of Q1 2024 after selling out during the quarter.
O'Dell Group sold 20 Surmodics shares in Q1 2024, an estimated $727.
O'Dell Group first reported a position in Surmodics in Q3 2021 and held it in 6 quarters.
O'Dell Group's Surmodics position peaked at $1K in Q2 2022.
113 funds tracked by Wall St. Rank held Surmodics as of Q1 2024.

Based on O'Dell Group's 13F filing for Q1 2024, filed 7 May 2024.