PCG
SRDX

Private Capital Group’s Surmodics SRDX Stock Holding History

Private Capital 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
2020
Q1 		– Sell
-11
Closed – – 2123
2019
Q4 		$0 Hold
11
– – ﹤0.01% 2172
2019
Q3 		$1K Buy
+11
New +$479 ﹤0.01% 2091
2019
Q2 		– Sell
-11
Closed – – 2405
2019
Q1 		$0 Hold
11
– – ﹤0.01% 2306
2018
Q4 		$1K Buy
+11
New +$660 ﹤0.01% 2093

Other funds holding SRDX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $545M AUM 56.2% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Private Capital Group's SRDX Position: Q1 2020 in Review

Private Capital Group sold out of Surmodics (SRDX) in Q1 2020, closing a stake of 11 shares.

Private Capital Group first reported a position in SRDX in Q4 2018 and held it in 4 quarters. The position peaked at $1K in Q3 2019. 127 funds tracked by Wall St. Rank hold SRDX as of Q1 2020.

  • Private Capital Group reported no remaining Surmodics position as of Q1 2020 after selling out during the quarter.
  • Private Capital Group sold 11 Surmodics shares in Q1 2020.
  • Private Capital Group first reported a position in Surmodics in Q4 2018 and held it in 4 quarters.
  • Private Capital Group's Surmodics position peaked at $1K in Q3 2019.
  • 127 funds tracked by Wall St. Rank held Surmodics as of Q1 2020.

Based on Private Capital Group's 13F filing for Q1 2020, filed 7 May 2020.