VIA
SRDX

Virtus Investment Advisers’s Surmodics SRDX Stock Holding History

Virtus Investment Advisers’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
2023
Q1 		– Sell
-2,009
Closed -$68.5K – 335
2022
Q4 		$68.5K Hold
2,009
– – 0.05% 295
2022
Q3 		$61K Buy
+2,009
New +$68.9K 0.03% 329

Other funds holding SRDX

TI
Trigran Investments Northbrook, Illinois $545M AUM 56.2% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return

Virtus Investment Advisers's SRDX Position: Q1 2023 in Review

Virtus Investment Advisers sold out of Surmodics (SRDX) in Q1 2023, closing a stake of 2,009 shares — an estimated $68.5K sold.

Virtus Investment Advisers first reported a position in SRDX in Q3 2022 and held it in 2 quarters. The position peaked at $68.5K in Q4 2022. 119 funds tracked by Wall St. Rank hold SRDX as of Q1 2023.

  • Virtus Investment Advisers reported no remaining Surmodics position as of Q1 2023 after selling out during the quarter.
  • Virtus Investment Advisers sold 2,009 Surmodics shares in Q1 2023, an estimated $68.5K.
  • Virtus Investment Advisers first reported a position in Surmodics in Q3 2022 and held it in 2 quarters.
  • Virtus Investment Advisers's Surmodics position peaked at $68.5K in Q4 2022.
  • 119 funds tracked by Wall St. Rank held Surmodics as of Q1 2023.

Based on Virtus Investment Advisers's 13F filing for Q1 2023, filed 15 May 2023.