Rockefeller Capital Management
SRDX

Rockefeller Capital Management’s Surmodics SRDX Stock Holding History

Rockefeller Capital 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
2023
Q1 		– Sell
-7
Closed – – 3654
2022
Q4 		$0 Hold
7
– – ﹤0.01% 4187
2022
Q3 		$0 Buy
+7
New +$240 ﹤0.01% 4346

Other funds holding SRDX

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BlackRock
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Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return

Rockefeller Capital Management's SRDX Position: Q1 2023 in Review

Rockefeller Capital Management sold out of Surmodics (SRDX) in Q1 2023, closing a stake of 7 shares.

Rockefeller Capital Management first reported a position in SRDX in Q3 2022 and held it in 2 quarters. The position peaked at $0 in Q4 2022. 119 funds tracked by Wall St. Rank hold SRDX as of Q1 2023.

  • Rockefeller Capital Management reported no remaining Surmodics position as of Q1 2023 after selling out during the quarter.
  • Rockefeller Capital Management sold 7 Surmodics shares in Q1 2023.
  • Rockefeller Capital Management first reported a position in Surmodics in Q3 2022 and held it in 2 quarters.
  • Rockefeller Capital Management's Surmodics position peaked at $0 in Q4 2022.
  • 119 funds tracked by Wall St. Rank held Surmodics as of Q1 2023.

Based on Rockefeller Capital Management's 13F filing for Q1 2023, filed 16 May 2023.