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Institutional & Family Asset Management’s Schrodinger SDGR Stock Holding History

Institutional & Family 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
2024
Q1 		– Sell
-13
Closed -$465 – 772
2023
Q4 		$465 Buy
13
+3
+30% +$87 ﹤0.01% 674
2023
Q3 		$283 Buy
+10
New +$403 ﹤0.01% 689

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

Institutional & Family Asset Management's SDGR Position: Q1 2024 in Review

Institutional & Family Asset Management sold out of Schrodinger (SDGR) in Q1 2024, closing a stake of 13 shares — an estimated $465 sold.

Institutional & Family Asset Management first reported a position in SDGR in Q3 2023 and held it in 2 quarters. The position peaked at $465 in Q4 2023. 222 funds tracked by Wall St. Rank hold SDGR as of Q1 2024.

  • Institutional & Family Asset Management reported no remaining Schrodinger position as of Q1 2024 after selling out during the quarter.
  • Institutional & Family Asset Management sold 13 Schrodinger shares in Q1 2024, an estimated $465.
  • Institutional & Family Asset Management first reported a position in Schrodinger in Q3 2023 and held it in 2 quarters.
  • Institutional & Family Asset Management's Schrodinger position peaked at $465 in Q4 2023.
  • 222 funds tracked by Wall St. Rank held Schrodinger as of Q1 2024.

Based on Institutional & Family Asset Management's 13F filing for Q1 2024, filed 8 May 2024.