SPIA
SRDX

Steward Partners Investment Advisory’s Surmodics SRDX Stock Holding History

Steward Partners Investment Advisory’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
Q4 		– Sell
-30
Closed -$1K – 2734
2019
Q3 		$1K Buy
+30
New +$1.31K ﹤0.01% 2553

Other funds holding SRDX

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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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Steward Partners Investment Advisory's SRDX Position: Q4 2019 in Review

Steward Partners Investment Advisory sold out of Surmodics (SRDX) in Q4 2019, closing a stake of 30 shares — an estimated $1K sold.

Steward Partners Investment Advisory first reported a position in SRDX in Q3 2019 and held it in 1 quarter. The position peaked at $1K in Q3 2019. 143 funds tracked by Wall St. Rank hold SRDX as of Q4 2019.

  • Steward Partners Investment Advisory reported no remaining Surmodics position as of Q4 2019 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 30 Surmodics shares in Q4 2019, an estimated $1K.
  • Steward Partners Investment Advisory first reported a position in Surmodics in Q3 2019 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Surmodics position peaked at $1K in Q3 2019.
  • 143 funds tracked by Wall St. Rank held Surmodics as of Q4 2019.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2019, filed 17 Jan 2020.