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WT
SRDX
Whittier Trust’s
Surmodics
SRDX
Stock Holding History
Whittier Trust’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
2025
Q4
–
Sell
-35
Closed
-$1.02K
–
1422
2025
Q3
$1.02K
Hold
35
–
–
﹤0.01%
1325
2025
Q2
$1.04K
Hold
35
–
–
﹤0.01%
1450
2025
Q1
$1.07K
Hold
35
–
–
﹤0.01%
1432
2024
Q4
$1.39K
Hold
35
–
–
﹤0.01%
1476
2024
Q3
$1.36K
Buy
+35
New
+$1.42K
﹤0.01%
1478
Other funds holding SRDX
IA
IFP Advisors
Tampa, Florida
$4.82B AUM
20.19%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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