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Evergreen Private Wealth’s Organon & Co OGN Stock Holding History

Evergreen Private Wealth’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
2025
Q1 		– Sell
-42
Closed -$627 – 200
2024
Q4 		$627 Hold
42
– – ﹤0.01% 187
2024
Q3 		$803 Hold
42
– – ﹤0.01% 189
2024
Q2 		$869 Hold
42
– – ﹤0.01% 195
2024
Q1 		$790 Hold
42
– – ﹤0.01% 199
2023
Q4 		$606 Buy
+42
New +$571 ﹤0.01% 212

Other funds holding OGN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SSM
Sound Shore Management Greenwich, Connecticut $3.25B AUM 28.47% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Evergreen Private Wealth's OGN Position: Q1 2025 in Review

Evergreen Private Wealth sold out of Organon & Co (OGN) in Q1 2025, closing a stake of 42 shares — an estimated $627 sold.

Evergreen Private Wealth first reported a position in OGN in Q4 2023 and held it in 5 quarters. The position peaked at $869 in Q2 2024. 720 funds tracked by Wall St. Rank hold OGN as of Q1 2025.

  • Evergreen Private Wealth reported no remaining Organon & Co position as of Q1 2025 after selling out during the quarter.
  • Evergreen Private Wealth sold 42 Organon & Co shares in Q1 2025, an estimated $627.
  • Evergreen Private Wealth first reported a position in Organon & Co in Q4 2023 and held it in 5 quarters.
  • Evergreen Private Wealth's Organon & Co position peaked at $869 in Q2 2024.
  • 720 funds tracked by Wall St. Rank held Organon & Co as of Q1 2025.

Based on Evergreen Private Wealth's 13F filing for Q1 2025, filed 2 May 2025.