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Morton Brown Family Wealth’s Organon & Co OGN Stock Holding History

Morton Brown Family Wealth’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
Q1 		– Sell
-400
Closed -$5.77K – 272
2023
Q4 		$5.77K Buy
+400
New +$5.44K ﹤0.01% 207
2022
Q4 		– Sell
-32
Closed -$1K – 207
2022
Q3 		$1K Hold
32
– – ﹤0.01% 197
2022
Q2 		$1K Sell
32
-5
-14% -$175 ﹤0.01% 244
2022
Q1 		$1K Hold
37
– – ﹤0.01% 138
2021
Q4 		$1K Buy
+37
New +$1.21K ﹤0.01% 202

Other funds holding OGN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SSM
Sound Shore Management Greenwich, Connecticut $3.25B AUM 28.47% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morton Brown Family Wealth's OGN Position: Q1 2024 in Review

Morton Brown Family Wealth sold out of Organon & Co (OGN) in Q1 2024, closing a stake of 400 shares — an estimated $5.77K sold.

Morton Brown Family Wealth first reported a position in OGN in Q4 2021 and held it in 5 quarters. The position peaked at $5.77K in Q4 2023. 720 funds tracked by Wall St. Rank hold OGN as of Q1 2024.

  • Morton Brown Family Wealth reported no remaining Organon & Co position as of Q1 2024 after selling out during the quarter.
  • Morton Brown Family Wealth sold 400 Organon & Co shares in Q1 2024, an estimated $5.77K.
  • Morton Brown Family Wealth first reported a position in Organon & Co in Q4 2021 and held it in 5 quarters.
  • Morton Brown Family Wealth's Organon & Co position peaked at $5.77K in Q4 2023.
  • 720 funds tracked by Wall St. Rank held Organon & Co as of Q1 2024.

Based on Morton Brown Family Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.