R Squared’s Surmodics SRDX Stock Holding History

R Squared’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
2025 Q1	–	Sell	-1,380	Closed	-$54.6K	–	1339
2024 Q4	$54.6K	Buy	+1,380	New	+$53.7K	0.05%	462

Other funds holding SRDX

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

SCM

Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

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

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

R Squared's SRDX Position: Q1 2025 in Review

R Squared sold out of Surmodics (SRDX) in Q1 2025, closing a stake of 1,380 shares — an estimated $54.6K sold.

R Squared first reported a position in SRDX in Q4 2024 and held it in 1 quarter. The position peaked at $54.6K in Q4 2024. 135 funds tracked by Wall St. Rank hold SRDX as of Q1 2025.

R Squared reported no remaining Surmodics position as of Q1 2025 after selling out during the quarter.
R Squared sold 1,380 Surmodics shares in Q1 2025, an estimated $54.6K.
R Squared first reported a position in Surmodics in Q4 2024 and held it in 1 quarter.
R Squared's Surmodics position peaked at $54.6K in Q4 2024.
135 funds tracked by Wall St. Rank held Surmodics as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.