Advisory Research’s Schrodinger SDGR Stock Holding History

Advisory Research’s Portfolio SDGR Stock Details SDGR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-12,101	Closed	-$915K	–	404
2021 Q2	$915K	Buy	+12,101	New	+$877K	0.06%	220
2020 Q3	–	Sell	-17,852	Closed	-$1.64M	–	340
2020 Q2	$1.64M	Buy	17,852 +4,770	+36%	+$278K	0.15%	124
2020 Q1	$564K	Buy	+13,082	New	+$494K	0.04%	179

Other funds holding SDGR

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LCM

Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Advisory Research's SDGR Position: Q3 2021 in Review

Advisory Research sold out of Schrodinger (SDGR) in Q3 2021, closing a stake of 12,101 shares — an estimated $915K sold.

Advisory Research first reported a position in SDGR in Q1 2020 and held it in 3 quarters. The position peaked at $1.64M in Q2 2020. 223 funds tracked by Wall St. Rank hold SDGR as of Q3 2021.

Advisory Research reported no remaining Schrodinger position as of Q3 2021 after selling out during the quarter.
Advisory Research sold 12,101 Schrodinger shares in Q3 2021, an estimated $915K.
Advisory Research first reported a position in Schrodinger in Q1 2020 and held it in 3 quarters.
Advisory Research's Schrodinger position peaked at $1.64M in Q2 2020.
223 funds tracked by Wall St. Rank held Schrodinger as of Q3 2021.

Based on Advisory Research's 13F filing for Q3 2021, filed 12 Nov 2021.