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Westmount Partners’s Schrodinger SDGR Stock Holding History

Westmount Partners’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
2024
Q1 		– Sell
-6,300
Closed -$226K – 217
2023
Q4 		$226K Buy
+6,300
New +$183K 0.09% 175
2023
Q3 		– Sell
-6,300
Closed -$314K – 203
2023
Q2 		$314K Buy
+6,300
New +$213K 0.14% 140

Other funds holding SDGR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 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 $110B AUM 4.8% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Westmount Partners's SDGR Position: Q1 2024 in Review

Westmount Partners sold out of Schrodinger (SDGR) in Q1 2024, closing a stake of 6,300 shares — an estimated $226K sold.

Westmount Partners first reported a position in SDGR in Q2 2023 and held it in 2 quarters. The position peaked at $314K in Q2 2023. 222 funds tracked by Wall St. Rank hold SDGR as of Q1 2024.

  • Westmount Partners reported no remaining Schrodinger position as of Q1 2024 after selling out during the quarter.
  • Westmount Partners sold 6,300 Schrodinger shares in Q1 2024, an estimated $226K.
  • Westmount Partners first reported a position in Schrodinger in Q2 2023 and held it in 2 quarters.
  • Westmount Partners's Schrodinger position peaked at $314K in Q2 2023.
  • 222 funds tracked by Wall St. Rank held Schrodinger as of Q1 2024.

Based on Westmount Partners's 13F filing for Q1 2024, filed 28 Jan 2025.