PFBT
SRDX

Parkside Financial Bank & Trust’s Surmodics SRDX Stock Holding History

Parkside Financial Bank & Trust’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
2023
Q1 		– Sell
-4
Closed -$136 – 2099
2022
Q4 		$136 Hold
4
– – ﹤0.01% 1982
2022
Q3 		$0 Sell
4
-58
-94% -$1.99K ﹤0.01% 1936
2022
Q2 		$2K Buy
62
+34
+121% +$1.32K ﹤0.01% 1627
2022
Q1 		$1K Hold
28
– – ﹤0.01% 1773
2021
Q4 		$1K Sell
28
-3
-10% -$151 ﹤0.01% 1757
2021
Q3 		$2K Sell
31
-2
-6% -$111 ﹤0.01% 1601
2021
Q2 		$2K Buy
33
+5
+18% +$274 ﹤0.01% 1575
2021
Q1 		$2K Hold
28
– – ﹤0.01% 1525
2020
Q4 		$1K Buy
28
+18
+180% +$709 ﹤0.01% 1560
2020
Q3 		$0 Hold
10
– – ﹤0.01% 1643
2020
Q2 		$0 Buy
+10
New +$379 ﹤0.01% 1678
2020
Q1 		– Sell
-18
Closed -$1K – 1640
2019
Q4 		$1K Hold
18
– – ﹤0.01% 1471
2019
Q3 		$1K Hold
18
– – ﹤0.01% 1446
2019
Q2 		$1K Sell
18
-8
-31% -$338 ﹤0.01% 1452
2019
Q1 		$1K Buy
26
+11
+73% +$561 ﹤0.01% 1415
2018
Q4 		$1K Hold
15
– – ﹤0.01% 1316
2018
Q3 		$1K Hold
15
– – ﹤0.01% 1369
2018
Q2 		$1K Hold
15
– – ﹤0.01% 1360
2018
Q1 		$1K Hold
15
– – ﹤0.01% 1284
2017
Q4 		$0 Hold
15
– – ﹤0.01% 1485
2017
Q3 		$0 Hold
15
– – ﹤0.01% 1521
2017
Q2 		$0 Hold
15
– – ﹤0.01% 1532
2017
Q1 		$0 Hold
15
– – ﹤0.01% 1505
2016
Q4 		$0 Buy
+15
New +$394 ﹤0.01% 1467

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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return

Parkside Financial Bank & Trust's SRDX Position: Q1 2023 in Review

Parkside Financial Bank & Trust sold out of Surmodics (SRDX) in Q1 2023, closing a stake of 4 shares — an estimated $136 sold.

Parkside Financial Bank & Trust first reported a position in SRDX in Q4 2016 and held it in 24 quarters. The position peaked at $2K in Q2 2022. 119 funds tracked by Wall St. Rank hold SRDX as of Q1 2023.

  • Parkside Financial Bank & Trust reported no remaining Surmodics position as of Q1 2023 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 4 Surmodics shares in Q1 2023, an estimated $136.
  • Parkside Financial Bank & Trust first reported a position in Surmodics in Q4 2016 and held it in 24 quarters.
  • Parkside Financial Bank & Trust's Surmodics position peaked at $2K in Q2 2022.
  • 119 funds tracked by Wall St. Rank held Surmodics as of Q1 2023.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2023, filed 4 May 2023.