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Sugarloaf Wealth Management’s Schrodinger SDGR Stock Holding History

Sugarloaf Wealth 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
2022
Q4 		– Sell
-95
Closed -$3K – 849
2022
Q3 		$3K Buy
95
+75
+375% +$2.2K ﹤0.01% 683
2022
Q2 		$1K Hold
20
– – ﹤0.01% 756
2022
Q1 		$1K Hold
20
– – ﹤0.01% 695
2021
Q4 		$1K Hold
20
– – ﹤0.01% 724
2021
Q3 		$1K Hold
20
– – ﹤0.01% 739
2021
Q2 		$2K Hold
20
– – ﹤0.01% 689
2021
Q1 		$2 Hold
20
– – ﹤0.01% 689
2020
Q4 		$2K Sell
20
-80
-80% -$5.03K ﹤0.01% 651
2020
Q3 		$5K Hold
100
– – ﹤0.01% 525
2020
Q2 		$9K Buy
+100
New +$5.82K ﹤0.01% 462

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 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
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sugarloaf Wealth Management's SDGR Position: Q4 2022 in Review

Sugarloaf Wealth Management sold out of Schrodinger (SDGR) in Q4 2022, closing a stake of 95 shares — an estimated $3K sold.

Sugarloaf Wealth Management first reported a position in SDGR in Q2 2020 and held it in 10 quarters. The position peaked at $9K in Q2 2020. 170 funds tracked by Wall St. Rank hold SDGR as of Q4 2022.

  • Sugarloaf Wealth Management reported no remaining Schrodinger position as of Q4 2022 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 95 Schrodinger shares in Q4 2022, an estimated $3K.
  • Sugarloaf Wealth Management first reported a position in Schrodinger in Q2 2020 and held it in 10 quarters.
  • Sugarloaf Wealth Management's Schrodinger position peaked at $9K in Q2 2020.
  • 170 funds tracked by Wall St. Rank held Schrodinger as of Q4 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.