ZCM
SRDX

Zebra Capital Management’s Surmodics SRDX Stock Holding History

Zebra 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
2021
Q4 		– Sell
-4,293
Closed -$238K – 173
2021
Q3 		$238K Sell
4,293
-980
-19% -$54.4K 0.29% 127
2021
Q2 		$286K Sell
5,273
-206
-4% -$11.3K 0.34% 108
2021
Q1 		$307K Sell
5,479
-1,826
-25% -$91.1K 0.34% 107
2020
Q4 		$318K Sell
7,305
-340
-4% -$13.4K 0.4% 115
2020
Q3 		$298K Buy
7,645
+2,662
+53% +$117K 0.46% 109
2020
Q2 		$215K Buy
+4,983
New +$189K 0.31% 143
2020
Q1 		– Sell
-5,453
Closed -$226K – 277
2019
Q4 		$226K Buy
+5,453
New +$230K 0.2% 213

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

Zebra Capital Management's SRDX Position: Q4 2021 in Review

Zebra Capital Management sold out of Surmodics (SRDX) in Q4 2021, closing a stake of 4,293 shares — an estimated $238K sold.

Zebra Capital Management first reported a position in SRDX in Q4 2019 and held it in 7 quarters. The position peaked at $318K in Q4 2020. 148 funds tracked by Wall St. Rank hold SRDX as of Q4 2021.

  • Zebra Capital Management reported no remaining Surmodics position as of Q4 2021 after selling out during the quarter.
  • Zebra Capital Management sold 4,293 Surmodics shares in Q4 2021, an estimated $238K.
  • Zebra Capital Management first reported a position in Surmodics in Q4 2019 and held it in 7 quarters.
  • Zebra Capital Management's Surmodics position peaked at $318K in Q4 2020.
  • 148 funds tracked by Wall St. Rank held Surmodics as of Q4 2021.

Based on Zebra Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.