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Berman Capital Advisors’s Organon & Co OGN Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$75K Buy
2,331
+689
+42% +$22K 0.01% 530
2021
Q2 		$48K Buy
+1,642
New +$54.1K 0.01% 601

Other funds holding OGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Berman Capital Advisors's OGN Position: Q3 2021 in Review

Berman Capital Advisors increased its Organon & Co (OGN) stake by 42% in Q3 2021, buying an estimated $22K and bringing the position to 2,331 shares worth $75K. The position accounts for 0.01% of the portfolio, ranked #530.

Berman Capital Advisors first reported a position in OGN in Q2 2021 and has held it in 2 quarters since. 928 funds tracked by Wall St. Rank hold OGN as of Q3 2021.

  • Berman Capital Advisors held 2,331 shares of Organon & Co worth $75K as of Q3 2021.
  • Berman Capital Advisors bought 689 Organon & Co shares in Q3 2021, an estimated $22K.
  • Organon & Co made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #530 holding.
  • Berman Capital Advisors first reported a position in Organon & Co in Q2 2021 and has held it in 2 quarters since.
  • 928 funds tracked by Wall St. Rank held Organon & Co as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.