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Harvest Investment Services’s Schrodinger SDGR Stock Holding History

Harvest Investment Services’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
2024
Q1 		– Sell
-28,184
Closed -$1.01M – 201
2023
Q4 		$1.01M Sell
28,184
-750
-3% -$21.8K 0.46% 60
2023
Q3 		$818K Buy
28,934
+21,171
+273% +$853K 0.53% 55
2023
Q2 		$388K Buy
+7,763
New +$262K 0.22% 115

Other funds holding SDGR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Harvest Investment Services's SDGR Position: Q1 2024 in Review

Harvest Investment Services sold out of Schrodinger (SDGR) in Q1 2024, closing a stake of 28,184 shares — an estimated $1.01M sold.

Harvest Investment Services first reported a position in SDGR in Q2 2023 and held it in 3 quarters. The position peaked at $1.01M in Q4 2023. 222 funds tracked by Wall St. Rank hold SDGR as of Q1 2024.

  • Harvest Investment Services reported no remaining Schrodinger position as of Q1 2024 after selling out during the quarter.
  • Harvest Investment Services sold 28,184 Schrodinger shares in Q1 2024, an estimated $1.01M.
  • Harvest Investment Services first reported a position in Schrodinger in Q2 2023 and held it in 3 quarters.
  • Harvest Investment Services's Schrodinger position peaked at $1.01M in Q4 2023.
  • 222 funds tracked by Wall St. Rank held Schrodinger as of Q1 2024.

Based on Harvest Investment Services's 13F filing for Q1 2024, filed 13 May 2024.