First Trust Advisors

First Trust Advisors’s Schrodinger SDGR Stock Holding History

First Trust Advisors’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	$2M	Buy	176,411 +39,493	+29%	+$546K	﹤0.01%	1920
2025 Q4	$2.45M	Sell	136,918 -26,501	-16%	-$502K	﹤0.01%	1787
2025 Q3	$3.28M	Buy	163,419 +102,419	+168%	+$2.06M	﹤0.01%	1597
2025 Q2	$1.23M	Buy	+61,000	New	+$1.39M	﹤0.01%	2009
2024 Q2	–	Sell	-53,798	Closed	-$1.45M	–	2412
2024 Q1	$1.45M	Buy	53,798 +22,945	+74%	+$641K	﹤0.01%	1859
2023 Q4	$1.1M	Sell	30,853 -57,772	-65%	-$1.68M	﹤0.01%	1950
2023 Q3	$2.51M	Buy	88,625 +27,429	+45%	+$1.11M	﹤0.01%	1588
2023 Q2	$3.05M	Buy	+61,196	New	+$2.07M	﹤0.01%	1494
2023 Q1	–	Sell	-12,057	Closed	-$225K	–	2459
2022 Q4	$225K	Sell	12,057 -17,239	-59%	-$357K	﹤0.01%	2357
2022 Q3	$732K	Buy	29,296 +18,853	+181%	+$554K	﹤0.01%	2096
2022 Q2	$276K	Buy	+10,443	New	+$281K	﹤0.01%	2322
2021 Q3	–	Sell	-27,583	Closed	-$2.09M	–	2623
2021 Q2	$2.09M	Buy	+27,583	New	+$2M	﹤0.01%	1796
2020 Q3	–	Sell	-37,377	Closed	-$3.42M	–	2463
2020 Q2	$3.42M	Buy	+37,377	New	+$2.18M	0.01%	1128

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