PI
SRDX

Putnam Investments’s Surmodics SRDX Stock Holding History

Putnam Investments’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
Q4 		$386K Sell
10,628
-1,361
-11% -$44.6K ﹤0.01% 1020
2023
Q3 		$385K Buy
+11,989
New +$407K ﹤0.01% 977
2022
Q2 		– Sell
-7,055
Closed -$320K – 1215
2022
Q1 		$320K Sell
7,055
-527
-7% -$23.1K ﹤0.01% 1112
2021
Q4 		$365K Buy
+7,582
New +$382K ﹤0.01% 1077

Other funds holding SRDX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Putnam Investments's SRDX Position: Q4 2023 in Review

Putnam Investments reduced its Surmodics (SRDX) stake by 11% in Q4 2023, selling an estimated $44.6K and leaving 10,628 shares worth $386K. The position accounts for ﹤0.01% of the portfolio, ranked #1020.

Putnam Investments first reported a position in SRDX in Q4 2021 and has held it in 4 quarters since. 117 funds tracked by Wall St. Rank hold SRDX as of Q4 2023.

  • Putnam Investments held 10,628 shares of Surmodics worth $386K as of Q4 2023.
  • Putnam Investments sold 1,361 Surmodics shares in Q4 2023, an estimated $44.6K.
  • Surmodics made up ﹤0.01% of Putnam Investments's portfolio in Q4 2023, its #1020 holding.
  • Putnam Investments first reported a position in Surmodics in Q4 2021 and has held it in 4 quarters since.
  • 117 funds tracked by Wall St. Rank held Surmodics as of Q4 2023.

Based on Putnam Investments's 13F filing for Q4 2023, filed 14 Feb 2024.