L.J. Altfest & Co’s Schrodinger SDGR Stock Holding History

L.J. Altfest & Co’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
2021 Q2	–	Sell	-2,641	Closed	-$201K	–	292
2021 Q1	$201K	Sell	2,641 -400	-13%	-$36K	0.05%	261
2020 Q4	$241K	Buy	+3,041	New	+$191K	0.06%	225

Other funds holding SDGR

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

LCM

Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

L.J. Altfest & Co's SDGR Position: Q2 2021 in Review

L.J. Altfest & Co sold out of Schrodinger (SDGR) in Q2 2021, closing a stake of 2,641 shares — an estimated $201K sold.

L.J. Altfest & Co first reported a position in SDGR in Q4 2020 and held it in 2 quarters. The position peaked at $241K in Q4 2020. 229 funds tracked by Wall St. Rank hold SDGR as of Q2 2021.

L.J. Altfest & Co reported no remaining Schrodinger position as of Q2 2021 after selling out during the quarter.
L.J. Altfest & Co sold 2,641 Schrodinger shares in Q2 2021, an estimated $201K.
L.J. Altfest & Co first reported a position in Schrodinger in Q4 2020 and held it in 2 quarters.
L.J. Altfest & Co's Schrodinger position peaked at $241K in Q4 2020.
229 funds tracked by Wall St. Rank held Schrodinger as of Q2 2021.

Based on L.J. Altfest & Co's 13F filing for Q2 2021, filed 28 Jul 2021.