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Shanak Patnaik

@Schroder Investment Management Group

Latest period2024 - Q3ReportedManaged Assets$97.575BTotal holdings1197
Assets growth rate7.61%Assets growth rate (2-Q avg)7.14%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Schroder Investment Management Group's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1197 positions.

Assets under management

The assets under management (AUM) of Schroder Investment Management Group over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 97.575B in assets, with a quarterly growth rate of 7.61% and a 2-quarter average growth rate of 7.14%. The portfolio is managed by Shanak Patnaik, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MCHIIshares Tr
Recent Activity
New Position
0.05%
$41.31M
810,155 shares@ $50.99 avg price
XHBSpdr Ser Tr
Recent Activity
New Position
0.04%
$36.723M
295,508 shares@ $124.27 avg price
LADLithia Mtrs Inc
Recent Activity
New Position
0.04%
$30.929M
96,403 shares@ $320.84 avg price
POSTPost Hldgs Inc
Recent Activity
New Position
0.04%
$29.514M
254,210 shares@ $116.1 avg price
COLDAmericold Realty Trust Inc
Recent Activity
New Position
0.03%
$28.343M
998,699 shares@ $28.39 avg price
IYFIshares Tr
Recent Activity
New Position
0.03%
$27.117M
262,075 shares@ $103.47 avg price
IVTInventrust Pptys Corp
Recent Activity
New Position
0.03%
$25.623M
912,061 shares@ $28.1 avg price
ENSEnersys
Recent Activity
New Position
0.03%
$24.554M
241,717 shares@ $101.59 avg price
EXLSExlservice Holdings Inc
Recent Activity
New Position
0.03%
$24.113M
635,897 shares@ $37.92 avg price
TMDXTransmedics Group Inc
Recent Activity
New Position
0.03%
$20.596M
129,419 shares@ $159.14 avg price