Envestnet Asset Management

Envestnet Asset Management’s Schrodinger SDGR Stock Holding History

Envestnet Asset Management’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
2026 Q1	$121K	Buy	+10,618	New	+$147K	﹤0.01%	4600
2025 Q3	–	Sell	-170,105	Closed	-$3.42M	–	4661
2025 Q2	$3.42M	Sell	170,105 -40,529	-19%	-$925K	﹤0.01%	2468
2025 Q1	$4.16M	Buy	210,634 +24,880	+13%	+$560K	﹤0.01%	2255
2024 Q4	$3.58M	Buy	185,754 +11,343	+7%	+$220K	﹤0.01%	2319
2024 Q3	$3.24M	Buy	174,411 +133,597	+327%	+$2.74M	﹤0.01%	2375
2024 Q2	$789K	Sell	40,814 -4,325	-10%	-$99.7K	﹤0.01%	3181
2024 Q1	$1.22M	Sell	45,139 -1,687	-4%	-$47.2K	﹤0.01%	2903
2023 Q4	$1.68M	Buy	46,826 +4,313	+10%	+$125K	﹤0.01%	2581
2023 Q3	$1.2M	Buy	42,513 +19,133	+82%	+$771K	﹤0.01%	2677
2023 Q2	$1.17M	Buy	23,380 +4,499	+24%	+$152K	﹤0.01%	2636
2023 Q1	$497K	Buy	+18,881	New	+$449K	﹤0.01%	3147
2022 Q4	–	Sell	-12,573	Closed	-$314K	–	4047
2022 Q3	$314K	Buy	12,573 +3,178	+34%	+$93.4K	﹤0.01%	3308
2022 Q2	$248K	Buy	9,395 +238	+3%	+$6.39K	﹤0.01%	3466
2022 Q1	$312K	Buy	+9,157	New	+$278K	﹤0.01%	3425

Other funds holding SDGR

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

Gates Foundation Trust

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Rubric Capital Management (New York) New York $8.16B AUM 68.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Massachusetts Financial Services

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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