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LMG Wealth Partners’s Organon & Co OGN Stock Holding History

LMG Wealth Partners’s Portfolio OGN Stock Details OGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,461
Closed -$200K – 133
2024
Q3 		$200K Sell
10,461
-100
-0.9% -$2.07K 0.05% 121
2024
Q2 		$219K Sell
10,561
-336
-3% -$6.68K 0.05% 113
2024
Q1 		$205K Sell
10,897
-3,746
-26% -$64.3K 0.05% 118
2023
Q4 		$211K Sell
14,643
-7,103
-33% -$96.6K 0.06% 100
2023
Q3 		$378K Sell
21,746
-7,079
-25% -$148K 0.12% 79
2023
Q2 		$600K Buy
28,825
+907
+3% +$19.7K 0.18% 71
2023
Q1 		$657K Buy
27,918
+3,125
+13% +$83.9K 0.21% 71
2022
Q4 		$795K Buy
+24,793
New +$634K 0.26% 65

Other funds holding OGN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
SSM
Sound Shore Management Greenwich, Connecticut $2.98B AUM 22.67% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return