WCM
SRDX

Weld Capital Management’s Surmodics SRDX Stock Holding History

Weld Capital 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
2020
Q1 		– Sell
-4,865
Closed -$202K – 688
2019
Q4 		$202K Sell
4,865
-12,174
-71% -$513K 0.04% 533
2019
Q3 		$779K Buy
17,039
+5,948
+54% +$259K 0.14% 236
2019
Q2 		$479K Buy
11,091
+4,322
+64% +$182K 0.09% 399
2019
Q1 		$294K Buy
+6,769
New +$345K 0.05% 516

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Weld Capital Management's SRDX Position: Q1 2020 in Review

Weld Capital Management sold out of Surmodics (SRDX) in Q1 2020, closing a stake of 4,865 shares — an estimated $202K sold.

Weld Capital Management first reported a position in SRDX in Q1 2019 and held it in 4 quarters. The position peaked at $779K in Q3 2019. 127 funds tracked by Wall St. Rank hold SRDX as of Q1 2020.

  • Weld Capital Management reported no remaining Surmodics position as of Q1 2020 after selling out during the quarter.
  • Weld Capital Management sold 4,865 Surmodics shares in Q1 2020, an estimated $202K.
  • Weld Capital Management first reported a position in Surmodics in Q1 2019 and held it in 4 quarters.
  • Weld Capital Management's Surmodics position peaked at $779K in Q3 2019.
  • 127 funds tracked by Wall St. Rank held Surmodics as of Q1 2020.

Based on Weld Capital Management's 13F filing for Q1 2020, filed 15 May 2020.