DI
SAGE

Disciplined Investments’s Sage Therapeutics SAGE Stock Holding History

Disciplined 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
2023
Q3 		– Sell
-7
Closed -$329 – 1266
2023
Q2 		$329 Buy
7
+1
+17% +$50 ﹤0.01% 1363
2023
Q1 		$252 Buy
6
+1
+20% +$43 ﹤0.01% 1442
2022
Q4 		$191 Hold
5
– – ﹤0.01% 1437
2022
Q3 		$0 Buy
5
+3
+150% +$116 ﹤0.01% 1561
2022
Q2 		$0 Hold
2
– – ﹤0.01% 1574
2022
Q1 		$0 Buy
+2
New +$75 ﹤0.01% 1582

Other funds holding SAGE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Disciplined Investments's SAGE Position: Q3 2023 in Review

Disciplined Investments sold out of Sage Therapeutics (SAGE) in Q3 2023, closing a stake of 7 shares — an estimated $329 sold.

Disciplined Investments first reported a position in SAGE in Q1 2022 and held it in 6 quarters. The position peaked at $329 in Q2 2023. 193 funds tracked by Wall St. Rank hold SAGE as of Q3 2023.

  • Disciplined Investments reported no remaining Sage Therapeutics position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 7 Sage Therapeutics shares in Q3 2023, an estimated $329.
  • Disciplined Investments first reported a position in Sage Therapeutics in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Sage Therapeutics position peaked at $329 in Q2 2023.
  • 193 funds tracked by Wall St. Rank held Sage Therapeutics as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.