STCOSD
SRDX

Sageworth Trust Company of South Dakota’s Surmodics SRDX Stock Holding History

Sageworth Trust Company of South Dakota’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
2022
Q3 		– Sell
-6
Closed – – 594
2022
Q2 		$0 Hold
6
– – ﹤0.01% 668
2022
Q1 		$0 Sell
6
-41
-87% -$1.79K ﹤0.01% 678
2021
Q4 		$2K Buy
+47
New +$2.37K ﹤0.01% 650

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Vanguard Group
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SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $4.89B AUM 33.85% 1-Year Est. Return

Sageworth Trust Company of South Dakota's SRDX Position: Q3 2022 in Review

Sageworth Trust Company of South Dakota sold out of Surmodics (SRDX) in Q3 2022, closing a stake of 6 shares.

Sageworth Trust Company of South Dakota first reported a position in SRDX in Q4 2021 and held it in 3 quarters. The position peaked at $2K in Q4 2021. 123 funds tracked by Wall St. Rank hold SRDX as of Q3 2022.

  • Sageworth Trust Company of South Dakota reported no remaining Surmodics position as of Q3 2022 after selling out during the quarter.
  • Sageworth Trust Company of South Dakota sold 6 Surmodics shares in Q3 2022.
  • Sageworth Trust Company of South Dakota first reported a position in Surmodics in Q4 2021 and held it in 3 quarters.
  • Sageworth Trust Company of South Dakota's Surmodics position peaked at $2K in Q4 2021.
  • 123 funds tracked by Wall St. Rank held Surmodics as of Q3 2022.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q3 2022, filed 2 Nov 2022.