Baldwin Wealth Partners’s Organon & Co OGN Stock Holding History

Baldwin Wealth Partners’s Portfolio OGN Stock Details OGN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-475	Closed	-$9.09K	–	766
2024 Q3	$9.09K	Hold	475	–	–	﹤0.01%	810
2024 Q2	$9.83K	Hold	475	–	–	﹤0.01%	543
2024 Q1	$8.93K	Sell	475 -110	-19%	-$1.89K	﹤0.01%	563
2023 Q4	$8.44K	Sell	585 -509	-47%	-$6.92K	﹤0.01%	589
2023 Q3	$19K	Sell	1,094 -103	-9%	-$2.15K	﹤0.01%	517
2023 Q2	$24.9K	Sell	1,197 -181	-13%	-$3.93K	﹤0.01%	512
2023 Q1	$32.4K	Sell	1,378 -206	-13%	-$5.53K	﹤0.01%	478
2022 Q4	$44.2K	Buy	1,584 +87	+6%	+$2.23K	﹤0.01%	430
2022 Q3	$35K	Sell	1,497 -217	-13%	-$6.55K	﹤0.01%	375
2022 Q2	$58K	Buy	+1,714	New	+$60K	0.01%	332
2022 Q1	–	Sell	-6,237	Closed	-$190K	–	685
2021 Q4	$190K	Sell	6,237 -5,876	-49%	-$191K	0.02%	204
2021 Q3	$397K	Sell	12,113 -6,158	-34%	-$197K	0.04%	140
2021 Q2	$553K	Buy	+18,271	New	+$601K	0.06%	108

Other funds holding OGN

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

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

Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return

Massachusetts Financial Services

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

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

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Nordea Investment Management

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Sound Shore Management Greenwich, Connecticut $2.98B AUM 22.67% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

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