WFMPM
SRDX

Woodley Farra Manion Portfolio Management’s Surmodics SRDX Stock Holding History

Woodley Farra Manion Portfolio 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
Q3 		– Sell
-1,386
Closed -$60K – 347
2020
Q2 		$60K Hold
1,386
– – 0.01% 153
2020
Q1 		$46K Hold
1,386
– – 0.01% 170
2019
Q4 		$57K Buy
+1,386
New +$58.4K 0.01% 175

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
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Woodley Farra Manion Portfolio Management's SRDX Position: Q3 2020 in Review

Woodley Farra Manion Portfolio Management sold out of Surmodics (SRDX) in Q3 2020, closing a stake of 1,386 shares — an estimated $60K sold.

Woodley Farra Manion Portfolio Management first reported a position in SRDX in Q4 2019 and held it in 3 quarters. The position peaked at $60K in Q2 2020. 141 funds tracked by Wall St. Rank hold SRDX as of Q3 2020.

  • Woodley Farra Manion Portfolio Management reported no remaining Surmodics position as of Q3 2020 after selling out during the quarter.
  • Woodley Farra Manion Portfolio Management sold 1,386 Surmodics shares in Q3 2020, an estimated $60K.
  • Woodley Farra Manion Portfolio Management first reported a position in Surmodics in Q4 2019 and held it in 3 quarters.
  • Woodley Farra Manion Portfolio Management's Surmodics position peaked at $60K in Q2 2020.
  • 141 funds tracked by Wall St. Rank held Surmodics as of Q3 2020.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q3 2020, filed 5 Nov 2020.