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Legal Advantage Investments’s Schrodinger SDGR Stock Holding History

Legal Advantage Investments’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
Q4 		– Sell
-10,225
Closed -$190K – 107
2024
Q3 		$190K Sell
10,225
-6,730
-40% -$138K 0.1% 99
2024
Q2 		$328K Sell
16,955
-150
-0.9% -$3.46K 0.19% 84
2024
Q1 		$462K Hold
17,105
– – 0.26% 77
2023
Q4 		$612K Sell
17,105
-100
-0.6% -$2.9K 0.37% 58
2023
Q3 		$486K Hold
17,205
– – 0.35% 63
2023
Q2 		$859K Hold
17,205
– – 0.57% 48
2023
Q1 		$453K Hold
17,205
– – 0.33% 66
2022
Q4 		$322K Sell
17,205
-100
-0.6% -$2.07K 0.26% 75
2022
Q3 		$432K Hold
17,305
– – 0.4% 56
2022
Q2 		$457K Hold
17,305
– – 0.45% 51
2022
Q1 		$590K Sell
17,305
-25
-0.1% -$759 0.44% 55
2021
Q4 		$604K Buy
17,330
+3,950
+30% +$180K 0.41% 57
2021
Q3 		$732K Buy
13,380
+2,350
+21% +$150K 0.49% 51
2021
Q2 		$834K Buy
11,030
+2,030
+23% +$147K 0.57% 48
2021
Q1 		$687K Buy
+9,000
New +$809K 0.51% 51

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
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Legal Advantage Investments's SDGR Position: Q4 2024 in Review

Legal Advantage Investments sold out of Schrodinger (SDGR) in Q4 2024, closing a stake of 10,225 shares — an estimated $190K sold.

Legal Advantage Investments first reported a position in SDGR in Q1 2021 and held it in 15 quarters. The position peaked at $859K in Q2 2023. 211 funds tracked by Wall St. Rank hold SDGR as of Q4 2024.

  • Legal Advantage Investments reported no remaining Schrodinger position as of Q4 2024 after selling out during the quarter.
  • Legal Advantage Investments sold 10,225 Schrodinger shares in Q4 2024, an estimated $190K.
  • Legal Advantage Investments first reported a position in Schrodinger in Q1 2021 and held it in 15 quarters.
  • Legal Advantage Investments's Schrodinger position peaked at $859K in Q2 2023.
  • 211 funds tracked by Wall St. Rank held Schrodinger as of Q4 2024.

Based on Legal Advantage Investments's 13F filing for Q4 2024, filed 16 Jan 2025.