CSWM
OGN icon

Cassady Schiller Wealth Management’s Organon & Co OGN Stock Holding History

Cassady Schiller Wealth Management’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 		$940 Buy
63
+28
+80% +$456 ﹤0.01% 803
2024
Q3 		$670 Hold
35
– – ﹤0.01% 434
2024
Q2 		$725 Hold
35
– – ﹤0.01% 439
2024
Q1 		$658 Hold
35
– – ﹤0.01% 468
2023
Q4 		$505 Buy
35
+1
+3% +$14 ﹤0.01% 420
2023
Q3 		$590 Sell
34
-25
-42% -$521 ﹤0.01% 433
2023
Q2 		$1.23K Sell
59
-70
-54% -$1.52K ﹤0.01% 434
2023
Q1 		$3.03K Hold
129
– – ﹤0.01% 384
2022
Q4 		$3.6K Buy
+129
New +$3.3K ﹤0.01% 386
2022
Q1 		– Sell
-129
Closed -$4K – 440
2021
Q4 		$4K Buy
+129
New +$4.2K ﹤0.01% 366

Other funds holding OGN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pacer Advisors
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
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
SSM
Sound Shore Management Greenwich, Connecticut $2.98B AUM 22.67% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return