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
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BlackRock
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return