Berman Capital Advisors’s Sage Therapeutics SAGE Stock Holding History

Berman Capital Advisors’s Portfolio SAGE Stock Details SAGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$11K	Sell	261 -71	-21%	-$3.26K	﹤0.01%	1161
2021 Q2	$18K	Hold	332	–	–	﹤0.01%	952
2021 Q1	$24K	Hold	332	–	–	0.01%	725
2020 Q4	$28K	Hold	332	–	–	0.01%	575
2020 Q3	$20K	Buy	332 +74	+29%	+$3.75K	0.01%	587
2020 Q2	$10K	Buy	258 +222	+617%	+$8.06K	﹤0.01%	770
2020 Q1	$1K	Buy	+36	New	+$2.08K	﹤0.01%	1356
2019 Q4	–	Sell	-28	Closed	-$3K	–	1534
2019 Q3	$3K	Hold	28	–	–	﹤0.01%	1102
2019 Q2	$5K	Hold	28	–	–	﹤0.01%	970
2019 Q1	$4K	Buy	+28	New	+$4.05K	﹤0.01%	936

Other funds holding SAGE

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Boxer Capital San Diego, California $2.04B AUM 108.39% 1-Year Est. Return

Berman Capital Advisors's SAGE Position: Q3 2021 in Review

Berman Capital Advisors reduced its Sage Therapeutics (SAGE) stake by 21% in Q3 2021, selling an estimated $3.26K and leaving 261 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1161.

Berman Capital Advisors first reported a position in SAGE in Q1 2019 and has held it in 10 quarters since. The position peaked at $28K in Q4 2020. 226 funds tracked by Wall St. Rank hold SAGE as of Q3 2021.

Berman Capital Advisors held 261 shares of Sage Therapeutics worth $11K as of Q3 2021.
Berman Capital Advisors sold 71 Sage Therapeutics shares in Q3 2021, an estimated $3.26K.
Sage Therapeutics made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1161 holding.
Berman Capital Advisors first reported a position in Sage Therapeutics in Q1 2019 and has held it in 10 quarters since.
Berman Capital Advisors's Sage Therapeutics position peaked at $28K in Q4 2020.
226 funds tracked by Wall St. Rank held Sage Therapeutics as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.