PAIM
SRDX

Punch & Associates Investment Management’s Surmodics SRDX Stock Holding History

Punch & Associates 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
2013
Q4 		– Sell
-8,570
Closed -$204K – 192
2013
Q3 		$204K Buy
+8,570
New +$184K 0.03% 193

Other funds holding SRDX

BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Punch & Associates Investment Management's SRDX Position: Q4 2013 in Review

Punch & Associates Investment Management sold out of Surmodics (SRDX) in Q4 2013, closing a stake of 8,570 shares — an estimated $204K sold.

Punch & Associates Investment Management first reported a position in SRDX in Q3 2013 and held it in 1 quarter. The position peaked at $204K in Q3 2013. 109 funds tracked by Wall St. Rank hold SRDX as of Q4 2013.

  • Punch & Associates Investment Management reported no remaining Surmodics position as of Q4 2013 after selling out during the quarter.
  • Punch & Associates Investment Management sold 8,570 Surmodics shares in Q4 2013, an estimated $204K.
  • Punch & Associates Investment Management first reported a position in Surmodics in Q3 2013 and held it in 1 quarter.
  • Punch & Associates Investment Management's Surmodics position peaked at $204K in Q3 2013.
  • 109 funds tracked by Wall St. Rank held Surmodics as of Q4 2013.

Based on Punch & Associates Investment Management's 13F filing for Q4 2013, filed 7 Feb 2014.