Whittier Trust’s Schrodinger SDGR Stock Holding History

Whittier Trust’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
2026 Q1	$115	Hold	10	–	–	﹤0.01%	1338
2025 Q4	$188	Hold	10	–	–	﹤0.01%	1346
2025 Q3	$206	Hold	10	–	–	﹤0.01%	1370
2025 Q2	$201	Hold	10	–	–	﹤0.01%	1490
2025 Q1	$197	Hold	10	–	–	﹤0.01%	1477
2024 Q4	$192	Hold	10	–	–	﹤0.01%	1528
2024 Q3	$185	Hold	10	–	–	﹤0.01%	1533
2024 Q2	$193	Hold	10	–	–	﹤0.01%	1501
2024 Q1	$270	Hold	10	–	–	﹤0.01%	1494
2023 Q4	$357	Hold	10	–	–	﹤0.01%	1482
2023 Q3	$282	Hold	10	–	–	﹤0.01%	1614
2023 Q2	$499	Hold	10	–	–	﹤0.01%	1515
2023 Q1	$263	Hold	10	–	–	﹤0.01%	1577
2022 Q4	$186	Sell	10 -439	-98%	-$9.1K	﹤0.01%	1598
2022 Q3	$11K	Buy	449 +139	+45%	+$4.09K	﹤0.01%	1326
2022 Q2	$8K	Hold	310	–	–	﹤0.01%	1361
2022 Q1	$11K	Hold	310	–	–	﹤0.01%	1325
2021 Q4	$11K	Hold	310	–	–	﹤0.01%	1307
2021 Q3	$17K	Buy	310 +50	+19%	+$3.2K	﹤0.01%	1167
2021 Q2	$20K	Buy	260 +250	+2,500%	+$18.1K	﹤0.01%	1145
2021 Q1	$1K	Hold	10	–	–	﹤0.01%	1494
2020 Q4	$1K	Hold	10	–	–	﹤0.01%	1377
2020 Q3	$0	Buy	+10	New	+$688	﹤0.01%	1500

Other funds holding SDGR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Gates Foundation Trust

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Rubric Capital Management (New York) New York $8.16B AUM 68.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Massachusetts Financial Services

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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