WG
SRDX

Winton Group’s Surmodics SRDX Stock Holding History

Winton Group’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
2021
Q4 		– Sell
-11,577
Closed -$644K – 1372
2021
Q3 		$644K Buy
11,577
+1,679
+17% +$93.3K 0.04% 729
2021
Q2 		$537K Buy
9,898
+2,387
+32% +$131K 0.03% 878
2021
Q1 		$421K Buy
7,511
+912
+14% +$45.5K 0.02% 974
2020
Q4 		$287K Buy
6,599
+1,200
+22% +$47.2K 0.02% 1067
2020
Q3 		$210K Buy
+5,399
New +$237K 0.01% 1340
2019
Q1 		– Sell
-8,314
Closed -$393K – 1176
2018
Q4 		$393K Buy
8,314
+1,786
+27% +$107K 0.01% 561
2018
Q3 		$487K Buy
+6,528
New +$450K 0.01% 637

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
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 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
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Winton Group's SRDX Position: Q4 2021 in Review

Winton Group sold out of Surmodics (SRDX) in Q4 2021, closing a stake of 11,577 shares — an estimated $644K sold.

Winton Group first reported a position in SRDX in Q3 2018 and held it in 7 quarters. The position peaked at $644K in Q3 2021. 148 funds tracked by Wall St. Rank hold SRDX as of Q4 2021.

  • Winton Group reported no remaining Surmodics position as of Q4 2021 after selling out during the quarter.
  • Winton Group sold 11,577 Surmodics shares in Q4 2021, an estimated $644K.
  • Winton Group first reported a position in Surmodics in Q3 2018 and held it in 7 quarters.
  • Winton Group's Surmodics position peaked at $644K in Q3 2021.
  • 148 funds tracked by Wall St. Rank held Surmodics as of Q4 2021.

Based on Winton Group's 13F filing for Q4 2021, filed 10 Feb 2022.