TFO
SRDX

Tarbox Family Office’s Surmodics SRDX Stock Holding History

Tarbox Family Office’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
2022
Q2 		– Sell
-19
Closed -$1K – 858
2022
Q1 		$1K Hold
19
– – ﹤0.01% 1014
2021
Q4 		$1K Hold
19
– – ﹤0.01% 1059
2021
Q3 		$1K Hold
19
– – ﹤0.01% 1106
2021
Q2 		$1K Hold
19
– – ﹤0.01% 1098
2021
Q1 		$1K Hold
19
– – ﹤0.01% 1086
2020
Q4 		$1K Hold
19
– – ﹤0.01% 1057
2020
Q3 		$1K Hold
19
– – ﹤0.01% 1058
2020
Q2 		$1K Hold
19
– – ﹤0.01% 1056
2020
Q1 		$1K Buy
+19
New +$686 ﹤0.01% 985

Other funds holding SRDX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

Tarbox Family Office's SRDX Position: Q2 2022 in Review

Tarbox Family Office sold out of Surmodics (SRDX) in Q2 2022, closing a stake of 19 shares — an estimated $1K sold.

Tarbox Family Office first reported a position in SRDX in Q1 2020 and held it in 9 quarters. The position peaked at $1K in Q1 2022. 129 funds tracked by Wall St. Rank hold SRDX as of Q2 2022.

  • Tarbox Family Office reported no remaining Surmodics position as of Q2 2022 after selling out during the quarter.
  • Tarbox Family Office sold 19 Surmodics shares in Q2 2022, an estimated $1K.
  • Tarbox Family Office first reported a position in Surmodics in Q1 2020 and held it in 9 quarters.
  • Tarbox Family Office's Surmodics position peaked at $1K in Q1 2022.
  • 129 funds tracked by Wall St. Rank held Surmodics as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.