New England Capital Financial Advisors »

SurModics shares owned by New England Capital Financial Advisors

Quarter-by-quarter ownership of SurModics (SRDX) shares owned by New England Capital Financial Advisors from 13F filings

Historical chart of New England Capital Financial Advisors investment in SurModics

Tip: Access up to 7 years of quarterly data

All positions including SurModics held by New England Capital Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SurModics by New England Capital Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.9k 100 29.34
2023-12-31 $3.6k 100 36.35
2023-09-30 $3.2k 100 32.09
2023-06-30 $3.1k 100 31.31
2023-03-31 $2.3k 100 22.78
2022-12-31 $2.5k 100 25.46

More positions owned by New England Capital Financial Advisors

Capital Group Growth Etf Shs Creation Uni (CGGR)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
Spdr Ser Tr Bloomberg Invt (FLRN)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)

View all positions for New England Capital Financial Advisors

Top funds holding SurModics

Vanguard Group
Soleus Capital Management
Millennium Management
Royce & Associates
Segall Bryant & Hamill
Dimensional Fund Advisors
Bank of America Corporation
Kennedy Capital Management
Jacobs Levy Equity Management
Salem Investment Counselors
Deutsche Bank Aktiengesellschaft
Charles Schwab Investment Management
Rice Hall James & Associates
Russell Investments
Royal Bank of Canada

View all funds holding SurModics