SSA
SRDX

Sierra Summit Advisors’s Surmodics SRDX Stock Holding History

Sierra Summit Advisors’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
-18,792
Closed -$551K – 162
2024
Q1 		$551K Buy
+18,792
New +$599K 0.15% 91

Other funds holding SRDX

BCM
Beryl Capital Management Redondo Beach, California $111M AUM 205.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return
Renaissance Technologies
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
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sierra Summit Advisors's SRDX Position: Q2 2024 in Review

Sierra Summit Advisors sold out of Surmodics (SRDX) in Q2 2024, closing a stake of 18,792 shares — an estimated $551K sold.

Sierra Summit Advisors first reported a position in SRDX in Q1 2024 and held it in 1 quarter. The position peaked at $551K in Q1 2024. 124 funds tracked by Wall St. Rank hold SRDX as of Q2 2024.

  • Sierra Summit Advisors reported no remaining Surmodics position as of Q2 2024 after selling out during the quarter.
  • Sierra Summit Advisors sold 18,792 Surmodics shares in Q2 2024, an estimated $551K.
  • Sierra Summit Advisors first reported a position in Surmodics in Q1 2024 and held it in 1 quarter.
  • Sierra Summit Advisors's Surmodics position peaked at $551K in Q1 2024.
  • 124 funds tracked by Wall St. Rank held Surmodics as of Q2 2024.

Based on Sierra Summit Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.