Sageworth Trust’s Surmodics SRDX Stock Holding History

Sageworth Trust’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 Q1	–	Sell	-16	Closed	-$1K	–	724
2021 Q4	$1K	Sell	16 -54	-77%	-$2.72K	﹤0.01%	761
2021 Q3	$4K	Hold	70	–	–	﹤0.01%	737
2021 Q2	$4K	Buy	+70	New	+$3.84K	﹤0.01%	776

Other funds holding SRDX

BlackRock New York $6.73T AUM 46.02% 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

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

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

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

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Sageworth Trust's SRDX Position: Q1 2022 in Review

Sageworth Trust sold out of Surmodics (SRDX) in Q1 2022, closing a stake of 16 shares — an estimated $1K sold.

Sageworth Trust first reported a position in SRDX in Q2 2021 and held it in 3 quarters. The position peaked at $4K in Q3 2021. 135 funds tracked by Wall St. Rank hold SRDX as of Q1 2022.

Sageworth Trust reported no remaining Surmodics position as of Q1 2022 after selling out during the quarter.
Sageworth Trust sold 16 Surmodics shares in Q1 2022, an estimated $1K.
Sageworth Trust first reported a position in Surmodics in Q2 2021 and held it in 3 quarters.
Sageworth Trust's Surmodics position peaked at $4K in Q3 2021.
135 funds tracked by Wall St. Rank held Surmodics as of Q1 2022.

Based on Sageworth Trust's 13F filing for Q1 2022, filed 6 May 2022.