YCM
SRDX

Yousif Capital Management’s Surmodics SRDX Stock Holding History

Yousif 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
2023
Q1 		– Sell
-8,824
Closed -$301K – 1982
2022
Q4 		$301K Sell
8,824
-2,595
-23% -$87K ﹤0.01% 1712
2022
Q3 		$347K Sell
11,419
-163
-1% -$5.59K ﹤0.01% 1653
2022
Q2 		$431K Sell
11,582
-1,195
-9% -$46.3K 0.01% 1604
2022
Q1 		$579K Buy
12,777
+305
+2% +$13.3K 0.01% 1583
2021
Q4 		$601K Buy
+12,472
New +$628K 0.01% 1597

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

Yousif Capital Management's SRDX Position: Q1 2023 in Review

Yousif Capital Management sold out of Surmodics (SRDX) in Q1 2023, closing a stake of 8,824 shares — an estimated $301K sold.

Yousif Capital Management first reported a position in SRDX in Q4 2021 and held it in 5 quarters. The position peaked at $601K in Q4 2021. 119 funds tracked by Wall St. Rank hold SRDX as of Q1 2023.

  • Yousif Capital Management reported no remaining Surmodics position as of Q1 2023 after selling out during the quarter.
  • Yousif Capital Management sold 8,824 Surmodics shares in Q1 2023, an estimated $301K.
  • Yousif Capital Management first reported a position in Surmodics in Q4 2021 and held it in 5 quarters.
  • Yousif Capital Management's Surmodics position peaked at $601K in Q4 2021.
  • 119 funds tracked by Wall St. Rank held Surmodics as of Q1 2023.

Based on Yousif Capital Management's 13F filing for Q1 2023, filed 2 May 2023.