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 $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return