Paloma Partners’s Surmodics SRDX Stock Holding History

Paloma Partners’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
2020 Q1	–	Sell	-6,508	Closed	-$270K	–	2014
2019 Q4	$270K	Buy	+6,508	New	+$274K	﹤0.01%	1819
2018 Q4	–	Sell	-3,545	Closed	-$264K	–	1734
2018 Q3	$264K	Buy	+3,545	New	+$244K	﹤0.01%	1280

Other funds holding SRDX

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

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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

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

Paloma Partners's SRDX Position: Q1 2020 in Review

Paloma Partners sold out of Surmodics (SRDX) in Q1 2020, closing a stake of 6,508 shares — an estimated $270K sold.

Paloma Partners first reported a position in SRDX in Q3 2018 and held it in 2 quarters. The position peaked at $270K in Q4 2019. 127 funds tracked by Wall St. Rank hold SRDX as of Q1 2020.

Paloma Partners reported no remaining Surmodics position as of Q1 2020 after selling out during the quarter.
Paloma Partners sold 6,508 Surmodics shares in Q1 2020, an estimated $270K.
Paloma Partners first reported a position in Surmodics in Q3 2018 and held it in 2 quarters.
Paloma Partners's Surmodics position peaked at $270K in Q4 2019.
127 funds tracked by Wall St. Rank held Surmodics as of Q1 2020.

Based on Paloma Partners's 13F filing for Q1 2020, filed 15 May 2020.