ZIM
SRDX

Zacks Investment Management’s Surmodics SRDX Stock Holding History

Zacks Investment 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
2019
Q4 		– Sell
-38,039
Closed -$1.74M – 588
2019
Q3 		$1.74M Sell
38,039
-9,451
-20% -$412K 0.03% 288
2019
Q2 		$2.05M Buy
47,490
+29,706
+167% +$1.25M 0.04% 262
2019
Q1 		$773K Buy
+17,784
New +$906K 0.02% 422

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

Zacks Investment Management's SRDX Position: Q4 2019 in Review

Zacks Investment Management sold out of Surmodics (SRDX) in Q4 2019, closing a stake of 38,039 shares — an estimated $1.74M sold.

Zacks Investment Management first reported a position in SRDX in Q1 2019 and held it in 3 quarters. The position peaked at $2.05M in Q2 2019. 143 funds tracked by Wall St. Rank hold SRDX as of Q4 2019.

  • Zacks Investment Management reported no remaining Surmodics position as of Q4 2019 after selling out during the quarter.
  • Zacks Investment Management sold 38,039 Surmodics shares in Q4 2019, an estimated $1.74M.
  • Zacks Investment Management first reported a position in Surmodics in Q1 2019 and held it in 3 quarters.
  • Zacks Investment Management's Surmodics position peaked at $2.05M in Q2 2019.
  • 143 funds tracked by Wall St. Rank held Surmodics as of Q4 2019.

Based on Zacks Investment Management's 13F filing for Q4 2019, filed 14 Feb 2020.