Sachetta’s Surmodics SRDX Stock Holding History

Sachetta’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
2024 Q2	–	Sell	-20	Closed	-$727	–	1291
2024 Q1	$727	Hold	20	–	–	﹤0.01%	996
2023 Q4	$727	Buy	+20	New	+$655	﹤0.01%	996

Other funds holding SRDX

BCM

Beryl Capital Management Redondo Beach, California $111M AUM 205.39% 1-Year Est. Return

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

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

Trigran Investments Northbrook, Illinois $545M AUM 56.2% 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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

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

Sachetta's SRDX Position: Q2 2024 in Review

Sachetta sold out of Surmodics (SRDX) in Q2 2024, closing a stake of 20 shares — an estimated $727 sold.

Sachetta first reported a position in SRDX in Q4 2023 and held it in 2 quarters. The position peaked at $727 in Q1 2024. 124 funds tracked by Wall St. Rank hold SRDX as of Q2 2024.

Sachetta reported no remaining Surmodics position as of Q2 2024 after selling out during the quarter.
Sachetta sold 20 Surmodics shares in Q2 2024, an estimated $727.
Sachetta first reported a position in Surmodics in Q4 2023 and held it in 2 quarters.
Sachetta's Surmodics position peaked at $727 in Q1 2024.
124 funds tracked by Wall St. Rank held Surmodics as of Q2 2024.

Based on Sachetta's 13F filing for Q2 2024, filed 7 Aug 2024.