SIM
SRDX

Spark Investment Management’s Surmodics SRDX Stock Holding History

Spark Investment 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
2019
Q2 		– Sell
-8,121
Closed -$353K – 688
2019
Q1 		$353K Sell
8,121
-25,079
-76% -$1.28M 0.02% 435
2018
Q4 		$1.57M Hold
33,200
– – 0.11% 241
2018
Q3 		$2.48M Buy
33,200
+9,100
+38% +$627K 0.14% 216
2018
Q2 		$1.33M Buy
24,100
+12,500
+108% +$577K 0.08% 315
2018
Q1 		$441K Buy
11,600
+3,200
+38% +$99.1K 0.03% 415
2017
Q4 		$235K Hold
8,400
– – 0.01% 549
2017
Q3 		$260K Sell
8,400
-16,100
-66% -$438K 0.01% 573
2017
Q2 		$689K Sell
24,500
-7,400
-23% -$179K 0.04% 454
2017
Q1 		$767K Hold
31,900
– – 0.05% 461
2016
Q4 		$810K Sell
31,900
-9,100
-22% -$239K 0.07% 381
2016
Q3 		$1.23M Hold
41,000
– – 0.1% 291
2016
Q2 		$962K Hold
41,000
– – 0.09% 311
2016
Q1 		$754K Hold
41,000
– – 0.08% 355
2015
Q4 		$831K Buy
41,000
+15,700
+62% +$333K 0.11% 270
2015
Q3 		$552K Buy
25,300
+14,100
+126% +$331K 0.07% 359
2015
Q2 		$261K Hold
11,200
– – 0.04% 472
2015
Q1 		$291K Buy
+11,200
New +$267K 0.04% 470
2013
Q3 		– Sell
-15,300
Closed -$306K – 587
2013
Q2 		$306K Buy
+15,300
New +$383K 0.08% 290

Other funds holding SRDX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return