Schechter Investment Advisors’s Organon & Co OGN Stock Holding History

Schechter Investment Advisors’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
2025 Q1	$384K	Buy	25,791 +190	+0.7%	+$2.92K	0.03%	422
2024 Q4	$382K	Sell	25,601 -266	-1%	-$4.33K	0.03%	440
2024 Q3	$495K	Buy	25,867 +75	+0.3%	+$1.55K	0.04%	398
2024 Q2	$534K	Sell	25,792 -279	-1%	-$5.54K	0.04%	356
2024 Q1	$490K	Sell	26,071 -242	-0.9%	-$4.15K	0.04%	377
2023 Q4	$379K	Sell	26,313 -817	-3%	-$11.1K	0.03%	409
2023 Q3	$471K	Buy	27,130 +633	+2%	+$13.2K	0.05%	357
2023 Q2	$551K	Buy	26,497 +5,786	+28%	+$126K	0.05%	366
2023 Q1	$487K	Sell	20,711 -327	-2%	-$8.78K	0.05%	413
2022 Q4	$588K	Buy	21,038 +56	+0.3%	+$1.43K	0.05%	461
2022 Q3	$491K	Buy	20,982 +4,691	+29%	+$142K	0.05%	517
2022 Q2	$549K	Buy	16,291 +1,369	+9%	+$47.9K	0.05%	499
2022 Q1	$521K	Sell	14,922 -86	-0.6%	-$2.94K	0.05%	516
2021 Q4	$457K	Buy	+15,008	New	+$489K	0.04%	536

Other funds holding OGN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SSM

Sound Shore Management Greenwich, Connecticut $2.98B AUM 22.67% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Schechter Investment Advisors's OGN Position: Q1 2025 in Review

Schechter Investment Advisors increased its Organon & Co (OGN) stake by 0.74% in Q1 2025, buying an estimated $2.92K and bringing the position to 25,791 shares worth $384K. The position accounts for 0.03% of the portfolio, ranked #422.

Schechter Investment Advisors first reported a position in OGN in Q4 2021 and has held it in 14 quarters since. The position peaked at $588K in Q4 2022. 719 funds tracked by Wall St. Rank hold OGN as of Q1 2025.

Schechter Investment Advisors held 25,791 shares of Organon & Co worth $384K as of Q1 2025.
Schechter Investment Advisors bought 190 Organon & Co shares in Q1 2025, an estimated $2.92K.
Organon & Co made up 0.03% of Schechter Investment Advisors's portfolio in Q1 2025, its #422 holding.
Schechter Investment Advisors first reported a position in Organon & Co in Q4 2021 and has held it in 14 quarters since.
Schechter Investment Advisors's Organon & Co position peaked at $588K in Q4 2022.
719 funds tracked by Wall St. Rank held Organon & Co as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.