SGI
SRDX

Summit Global Investments’s Surmodics SRDX Stock Holding History

Summit Global Investments’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
-8,693
Closed -$255K – 576
2024
Q1 		$255K Sell
8,693
-1,200
-12% -$38.3K 0.02% 430
2023
Q4 		$360K Buy
+9,893
New +$324K 0.02% 392
2022
Q1 		– Sell
-8,000
Closed -$385K – 550
2021
Q4 		$385K Sell
8,000
-600
-7% -$30.2K 0.02% 413
2021
Q3 		$478K Sell
8,600
-1,600
-16% -$88.9K 0.04% 317
2021
Q2 		$553K Buy
+10,200
New +$560K 0.03% 336

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

Summit Global Investments's SRDX Position: Q2 2024 in Review

Summit Global Investments sold out of Surmodics (SRDX) in Q2 2024, closing a stake of 8,693 shares — an estimated $255K sold.

Summit Global Investments first reported a position in SRDX in Q2 2021 and held it in 5 quarters. The position peaked at $553K in Q2 2021. 124 funds tracked by Wall St. Rank hold SRDX as of Q2 2024.

  • Summit Global Investments reported no remaining Surmodics position as of Q2 2024 after selling out during the quarter.
  • Summit Global Investments sold 8,693 Surmodics shares in Q2 2024, an estimated $255K.
  • Summit Global Investments first reported a position in Surmodics in Q2 2021 and held it in 5 quarters.
  • Summit Global Investments's Surmodics position peaked at $553K in Q2 2021.
  • 124 funds tracked by Wall St. Rank held Surmodics as of Q2 2024.

Based on Summit Global Investments's 13F filing for Q2 2024, filed 22 Jul 2024.