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Clear Perspectives Financial Planning’s Organon & Co OGN Stock Holding History

Clear Perspectives Financial Planning’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
2023
Q1 		– Sell
-55
Closed -$1.54K – 221
2022
Q4 		$1.54K Hold
55
– – ﹤0.01% 190
2022
Q3 		$1K Hold
55
– – ﹤0.01% 202
2022
Q2 		$2K Sell
55
-25
-31% -$876 ﹤0.01% 199
2022
Q1 		$3K Hold
80
– – ﹤0.01% 200
2021
Q4 		$2K Buy
80
+6
+8% +$195 ﹤0.01% 212
2021
Q3 		$2K Hold
74
– – ﹤0.01% 201
2021
Q2 		$2K Buy
+74
New +$2.44K ﹤0.01% 190

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
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Clear Perspectives Financial Planning's OGN Position: Q1 2023 in Review

Clear Perspectives Financial Planning sold out of Organon & Co (OGN) in Q1 2023, closing a stake of 55 shares — an estimated $1.54K sold.

Clear Perspectives Financial Planning first reported a position in OGN in Q2 2021 and held it in 7 quarters. The position peaked at $3K in Q1 2022. 767 funds tracked by Wall St. Rank hold OGN as of Q1 2023.

  • Clear Perspectives Financial Planning reported no remaining Organon & Co position as of Q1 2023 after selling out during the quarter.
  • Clear Perspectives Financial Planning sold 55 Organon & Co shares in Q1 2023, an estimated $1.54K.
  • Clear Perspectives Financial Planning first reported a position in Organon & Co in Q2 2021 and held it in 7 quarters.
  • Clear Perspectives Financial Planning's Organon & Co position peaked at $3K in Q1 2022.
  • 767 funds tracked by Wall St. Rank held Organon & Co as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.