RJA
SRDX

Raymond James & Associates’s Surmodics SRDX Stock Holding History

Raymond James & Associates’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
2021
Q4 		– Sell
-7,825
Closed -$435K – 4278
2021
Q3 		$435K Sell
7,825
-3,907
-33% -$217K ﹤0.01% 3167
2021
Q2 		$636K Buy
11,732
+266
+2% +$14.6K ﹤0.01% 2913
2021
Q1 		$643K Buy
+11,466
New +$572K ﹤0.01% 2821

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
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Raymond James & Associates's SRDX Position: Q4 2021 in Review

Raymond James & Associates sold out of Surmodics (SRDX) in Q4 2021, closing a stake of 7,825 shares — an estimated $435K sold.

Raymond James & Associates first reported a position in SRDX in Q1 2021 and held it in 3 quarters. The position peaked at $643K in Q1 2021. 148 funds tracked by Wall St. Rank hold SRDX as of Q4 2021.

  • Raymond James & Associates reported no remaining Surmodics position as of Q4 2021 after selling out during the quarter.
  • Raymond James & Associates sold 7,825 Surmodics shares in Q4 2021, an estimated $435K.
  • Raymond James & Associates first reported a position in Surmodics in Q1 2021 and held it in 3 quarters.
  • Raymond James & Associates's Surmodics position peaked at $643K in Q1 2021.
  • 148 funds tracked by Wall St. Rank held Surmodics as of Q4 2021.

Based on Raymond James & Associates's 13F filing for Q4 2021, filed 8 Feb 2022.