SFM
SRDX

Systematic Financial Management’s Surmodics SRDX Stock Holding History

Systematic Financial 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
2017
Q2 		– Sell
-50,800
Closed -$1.22M – 686
2017
Q1 		$1.22M Buy
50,800
+35
+0.1% +$858 0.02% 582
2016
Q4 		$1.29M Buy
50,765
+8,890
+21% +$234K 0.02% 566
2016
Q3 		$1.26M Sell
41,875
-12,500
-23% -$343K 0.02% 533
2016
Q2 		$1.28M Sell
54,375
-1,310
-2% -$28.7K 0.02% 520
2016
Q1 		$1.02M Buy
55,685
+175
+0.3% +$3.29K 0.01% 526
2015
Q4 		$1.13M Sell
55,510
-14,910
-21% -$317K 0.01% 548
2015
Q3 		$1.54M Sell
70,420
-36,390
-34% -$854K 0.02% 565
2015
Q2 		$2.5M Buy
+106,810
New +$2.68M 0.02% 444

Other funds holding SRDX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $545M AUM 56.2% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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 $552B AUM 44.19% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TA
Teton Advisors Rye, New York $173M AUM 77.13% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

Systematic Financial Management's SRDX Position: Q2 2017 in Review

Systematic Financial Management sold out of Surmodics (SRDX) in Q2 2017, closing a stake of 50,800 shares — an estimated $1.22M sold.

Systematic Financial Management first reported a position in SRDX in Q2 2015 and held it in 8 quarters. The position peaked at $2.5M in Q2 2015. 114 funds tracked by Wall St. Rank hold SRDX as of Q2 2017.

  • Systematic Financial Management reported no remaining Surmodics position as of Q2 2017 after selling out during the quarter.
  • Systematic Financial Management sold 50,800 Surmodics shares in Q2 2017, an estimated $1.22M.
  • Systematic Financial Management first reported a position in Surmodics in Q2 2015 and held it in 8 quarters.
  • Systematic Financial Management's Surmodics position peaked at $2.5M in Q2 2015.
  • 114 funds tracked by Wall St. Rank held Surmodics as of Q2 2017.

Based on Systematic Financial Management's 13F filing for Q2 2017, filed 10 Aug 2017.