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Money Concepts Capital’s Schrodinger SDGR Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-3,227
Closed -$60.3K – 2470
2022
Q4 		$60.3K Buy
+3,227
New +$66.9K ﹤0.01% 1176
2022
Q2 		– Sell
-105
Closed -$4K – 2444
2022
Q1 		$4K Buy
+105
New +$3.19K ﹤0.01% 2303

Other funds holding SDGR

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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Money Concepts Capital's SDGR Position: Q1 2023 in Review

Money Concepts Capital sold out of Schrodinger (SDGR) in Q1 2023, closing a stake of 3,227 shares — an estimated $60.3K sold.

Money Concepts Capital first reported a position in SDGR in Q1 2022 and held it in 2 quarters. The position peaked at $60.3K in Q4 2022. 183 funds tracked by Wall St. Rank hold SDGR as of Q1 2023.

  • Money Concepts Capital reported no remaining Schrodinger position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 3,227 Schrodinger shares in Q1 2023, an estimated $60.3K.
  • Money Concepts Capital first reported a position in Schrodinger in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Schrodinger position peaked at $60.3K in Q4 2022.
  • 183 funds tracked by Wall St. Rank held Schrodinger as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.