Bank of Montreal
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Bank of Montreal’s Schrodinger SDGR Stock Holding History

Bank of Montreal’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
2025
Q4 		– Sell
-10,685
Closed -$214K – 3810
2025
Q3 		$214K Sell
10,685
-5,256
-33% -$106K ﹤0.01% 2732
2025
Q2 		$321K Buy
15,941
+879
+6% +$20.1K ﹤0.01% 2550
2025
Q1 		$297K Buy
15,062
+1,748
+13% +$39.3K ﹤0.01% 2518
2024
Q4 		$257K Sell
13,314
-1,367
-9% -$26.6K ﹤0.01% 2634
2024
Q3 		$275K Sell
14,681
-885
-6% -$18.2K ﹤0.01% 2836
2024
Q2 		$302K Buy
15,566
+533
+4% +$12.3K ﹤0.01% 2733
2024
Q1 		$407K Sell
15,033
-499
-3% -$14K ﹤0.01% 2582
2023
Q4 		$586K Sell
15,532
-855
-5% -$24.8K ﹤0.01% 2390
2023
Q3 		$541K Sell
16,387
-11,319
-41% -$456K ﹤0.01% 2402
2023
Q2 		$1.41M Buy
27,706
+5,954
+27% +$201K ﹤0.01% 2002
2023
Q1 		$581K Buy
21,752
+3,233
+17% +$76.8K ﹤0.01% 2381
2022
Q4 		$369K Sell
18,519
-3,358
-15% -$69.6K ﹤0.01% 2787
2022
Q3 		$563 Sell
21,877
-265,939
-92% -$7.82M ﹤0.01% 2513
2022
Q2 		$8.23K Buy
287,816
+143,749
+100% +$3.86M ﹤0.01% 1147
2022
Q1 		$5.07M Sell
144,067
-11,688
-8% -$355K ﹤0.01% 1486
2021
Q4 		$5.39M Sell
155,755
-48,550
-24% -$2.22M ﹤0.01% 1192
2021
Q3 		$11.2M Sell
204,305
-86,568
-30% -$5.54M 0.01% 1220
2021
Q2 		$23M Sell
290,873
-3,328
-1% -$241K 0.01% 836
2021
Q1 		$22.6M Buy
294,201
+8,585
+3% +$772K 0.01% 648
2020
Q4 		$25M Buy
285,616
+218,179
+324% +$13.7M 0.02% 625
2020
Q3 		$3.68M Sell
67,437
-17,634
-21% -$1.21M ﹤0.01% 1385
2020
Q2 		$7.95M Buy
85,071
+49,493
+139% +$2.88M 0.01% 952
2020
Q1 		$1.35M Buy
+35,578
New +$1.34M ﹤0.01% 1599

Other funds holding SDGR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Bank of Montreal's SDGR Position: Q4 2025 in Review

Bank of Montreal sold out of Schrodinger (SDGR) in Q4 2025, closing a stake of 10,685 shares — an estimated $214K sold.

Bank of Montreal first reported a position in SDGR in Q1 2020 and held it in 23 quarters. The position peaked at $25M in Q4 2020. 222 funds tracked by Wall St. Rank hold SDGR as of Q4 2025.

  • Bank of Montreal reported no remaining Schrodinger position as of Q4 2025 after selling out during the quarter.
  • Bank of Montreal sold 10,685 Schrodinger shares in Q4 2025, an estimated $214K.
  • Bank of Montreal first reported a position in Schrodinger in Q1 2020 and held it in 23 quarters.
  • Bank of Montreal's Schrodinger position peaked at $25M in Q4 2020.
  • 222 funds tracked by Wall St. Rank held Schrodinger as of Q4 2025.

Based on Bank of Montreal's 13F filing for Q4 2025, filed 12 Feb 2026.