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Tiemann Investment Advisors’s Schrodinger SDGR Stock Holding History

Tiemann Investment Advisors’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
2023
Q3 		– Sell
-4,075
Closed -$203K – 193
2023
Q2 		$203K Buy
+4,075
New +$138K 0.1% 185
2021
Q4 		– Sell
-4,590
Closed -$251K – 229
2021
Q3 		$251K Buy
+4,590
New +$294K 0.12% 173

Other funds holding SDGR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Tiemann Investment Advisors's SDGR Position: Q3 2023 in Review

Tiemann Investment Advisors sold out of Schrodinger (SDGR) in Q3 2023, closing a stake of 4,075 shares — an estimated $203K sold.

Tiemann Investment Advisors first reported a position in SDGR in Q3 2021 and held it in 2 quarters. The position peaked at $251K in Q3 2021. 234 funds tracked by Wall St. Rank hold SDGR as of Q3 2023.

  • Tiemann Investment Advisors reported no remaining Schrodinger position as of Q3 2023 after selling out during the quarter.
  • Tiemann Investment Advisors sold 4,075 Schrodinger shares in Q3 2023, an estimated $203K.
  • Tiemann Investment Advisors first reported a position in Schrodinger in Q3 2021 and held it in 2 quarters.
  • Tiemann Investment Advisors's Schrodinger position peaked at $251K in Q3 2021.
  • 234 funds tracked by Wall St. Rank held Schrodinger as of Q3 2023.

Based on Tiemann Investment Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.