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NEOS Investment Management’s Schrodinger SDGR Stock Holding History

NEOS Investment Management’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
2026
Q1 		– Sell
-20,373
Closed -$364K – 644
2025
Q4 		$364K Buy
20,373
+3,540
+21% +$67.1K ﹤0.01% 629
2025
Q3 		$338K Sell
16,833
-660
-4% -$13.3K ﹤0.01% 603
2025
Q2 		$352K Buy
17,493
+1,036
+6% +$23.7K ﹤0.01% 574
2025
Q1 		$325K Sell
16,457
-18,331
-53% -$412K 0.01% 551
2024
Q4 		$671K Buy
34,788
+6,517
+23% +$127K 0.02% 469
2024
Q3 		$524K Buy
28,271
+10,545
+59% +$217K 0.02% 487
2024
Q2 		$343K Buy
17,726
+5,739
+48% +$132K 0.01% 508
2024
Q1 		$324K Buy
11,987
+352
+3% +$9.84K 0.02% 479
2023
Q4 		$417K Buy
+11,635
New +$337K 0.04% 320

Other funds holding SDGR

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $8.16B AUM 68.42% 1-Year Est. Return
VPM
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NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return