CI
SAGE

Cavalier Investments’s Sage Therapeutics SAGE Stock Holding History

Cavalier Investments’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
2024
Q4 		– Sell
-11,837
Closed -$85.5K – 84
2024
Q3 		$85.5K Buy
11,837
+690
+6% +$6.32K 0.03% 84
2024
Q2 		$121K Buy
11,147
+310
+3% +$3.97K 0.04% 79
2024
Q1 		$203K Buy
10,837
+569
+6% +$13.1K 0.07% 81
2023
Q4 		$223K Buy
10,268
+240
+2% +$4.76K 0.08% 90
2023
Q3 		$206K Buy
10,028
+349
+4% +$10.1K 0.08% 93
2023
Q2 		$455K Buy
+9,679
New +$482K 0.17% 92

Other funds holding SAGE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CP
Caligan Partners New York $2.13B AUM 758.65% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return

Cavalier Investments's SAGE Position: Q4 2024 in Review

Cavalier Investments sold out of Sage Therapeutics (SAGE) in Q4 2024, closing a stake of 11,837 shares — an estimated $85.5K sold.

Cavalier Investments first reported a position in SAGE in Q2 2023 and held it in 6 quarters. The position peaked at $455K in Q2 2023. 177 funds tracked by Wall St. Rank hold SAGE as of Q4 2024.

  • Cavalier Investments reported no remaining Sage Therapeutics position as of Q4 2024 after selling out during the quarter.
  • Cavalier Investments sold 11,837 Sage Therapeutics shares in Q4 2024, an estimated $85.5K.
  • Cavalier Investments first reported a position in Sage Therapeutics in Q2 2023 and held it in 6 quarters.
  • Cavalier Investments's Sage Therapeutics position peaked at $455K in Q2 2023.
  • 177 funds tracked by Wall St. Rank held Sage Therapeutics as of Q4 2024.

Based on Cavalier Investments's 13F filing for Q4 2024, filed 4 Feb 2025.