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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
FXIIshares Tr
Recent Activity
New Position
0.02%
$18.659M
580,000 shares@ $32.17 avg price
YOUClear Secure Inc
Recent Activity
New Position
0.02%
$18.403M
563,832 shares@ $32.65 avg price
ULSUl Solutions Inc
Recent Activity
New Position
0.02%
$18.046M
364,567 shares@ $49.51 avg price
OHIOmega Healthcare Invs Inc
Recent Activity
New Position
0.02%
$16.388M
406,342 shares@ $40.34 avg price
XLUSelect Sector Spdr Tr
Recent Activity
New Position
0.02%
$16.084M
200,000 shares@ $80.42 avg price
XLRESelect Sector Spdr Tr
Recent Activity
New Position
0.02%
$15.059M
340,000 shares@ $44.29 avg price
PRGSProgress Software Corp
Recent Activity
New Position
0.02%
$12.578M
189,715 shares@ $66.31 avg price
FUTUFutu Hldgs Ltd
Recent Activity
New Position
0.02%
$12.211M
127,665 shares@ $95.66 avg price
WLKWestlake Corporation
Recent Activity
New Position
0.02%
$12.183M
81,174 shares@ $150.1 avg price
XLFSelect Sector Spdr Tr
Recent Activity
New Position
0.02%
$11.287M
250,000 shares@ $45.15 avg price