Advisory Services Network’s Schrodinger SDGR Stock Holding History

Advisory Services Network’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
2026 Q1	$3.86K	Buy	+340	New	+$4.7K	﹤0.01%	3954
2025 Q4	–	Sell	-340	Closed	-$6.82K	–	3828
2025 Q3	$6.82K	Buy	+340	New	+$6.83K	﹤0.01%	3422
2024 Q2	–	Sell	-11,627	Closed	-$314K	–	1592
2024 Q1	$314K	Sell	11,627 -102	-0.9%	-$2.85K	0.01%	1135
2023 Q4	$420K	Buy	+11,729	New	+$340K	0.01%	971
2023 Q2	–	Sell	-1,155	Closed	-$30.4K	–	3280
2023 Q1	$30.4K	Buy	1,155 +50	+5%	+$1.19K	﹤0.01%	2289
2022 Q4	$20.7K	Buy	+1,105	New	+$22.9K	﹤0.01%	2449
2021 Q4	–	Sell	-4,474	Closed	-$245K	–	1493
2021 Q3	$245K	Sell	4,474 -631	-12%	-$40.4K	0.01%	1183
2021 Q2	$386K	Buy	5,105 +1,087	+27%	+$78.8K	0.01%	982
2021 Q1	$307K	Buy	4,018 +3,268	+436%	+$294K	0.01%	1015
2020 Q4	$59K	Buy	+750	New	+$47.2K	﹤0.01%	1578

Other funds holding SDGR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Gates Foundation Trust

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

Rubric Capital Management (New York) New York $8.16B AUM 68.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return