Sugarloaf Wealth Management’s Organon & Co OGN Stock Holding History

Sugarloaf Wealth Management’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	$272	Hold	18	–	–	﹤0.01%	670
2024 Q3	$348	Sell	18 -3	-14%	-$62	﹤0.01%	651
2024 Q2	$439	Sell	21 -3	-13%	-$60	﹤0.01%	630
2024 Q1	$455	Sell	24 -9	-27%	-$154	﹤0.01%	643
2023 Q4	$479	Sell	33 -194	-85%	-$2.64K	﹤0.01%	647
2023 Q3	$3.94K	Hold	227	–	–	﹤0.01%	555
2023 Q2	$4.73K	Hold	227	–	–	﹤0.01%	553
2023 Q1	$5.34K	Sell	227 -19	-8%	-$510	﹤0.01%	541
2022 Q4	$6.88K	Sell	246 -141	-36%	-$3.6K	﹤0.01%	535
2022 Q3	$10K	Hold	387	–	–	﹤0.01%	524
2022 Q2	$13K	Buy	+387	New	+$13.6K	﹤0.01%	484

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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

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

Sugarloaf Wealth Management's OGN Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Organon & Co (OGN) position steady in Q4 2024 at 18 shares worth $272. The position accounts for ﹤0.01% of the portfolio, ranked #670.

Sugarloaf Wealth Management first reported a position in OGN in Q2 2022 and has held it in 11 quarters since. The position peaked at $13K in Q2 2022. 738 funds tracked by Wall St. Rank hold OGN as of Q4 2024.

Sugarloaf Wealth Management held 18 shares of Organon & Co worth $272 as of Q4 2024.
Sugarloaf Wealth Management left its Organon & Co share count unchanged in Q4 2024.
Organon & Co made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #670 holding.
Sugarloaf Wealth Management first reported a position in Organon & Co in Q2 2022 and has held it in 11 quarters since.
Sugarloaf Wealth Management's Organon & Co position peaked at $13K in Q2 2022.
738 funds tracked by Wall St. Rank held Organon & Co as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.