Envestnet Asset Management
SAGE

Envestnet Asset Management’s Sage Therapeutics SAGE Stock Holding History

Envestnet Asset Management’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
-13,118
Closed -$617K – 4140
2023
Q2 		$617K Buy
13,118
+964
+8% +$48K ﹤0.01% 3095
2023
Q1 		$510K Buy
12,154
+1,153
+10% +$49.6K ﹤0.01% 3130
2022
Q4 		$420K Buy
11,001
+488
+5% +$18.6K ﹤0.01% 3196
2022
Q3 		$412K Buy
10,513
+242
+2% +$9.35K ﹤0.01% 3137
2022
Q2 		$332K Sell
10,271
-1,241
-11% -$41.6K ﹤0.01% 3304
2022
Q1 		$381K Sell
11,512
-11,436
-50% -$430K ﹤0.01% 3292
2021
Q4 		$976K Buy
22,948
+11,358
+98% +$476K ﹤0.01% 2646
2021
Q3 		$514K Sell
11,590
-1,419
-11% -$65.1K ﹤0.01% 2948
2021
Q2 		$739K Buy
13,009
+4,395
+51% +$311K ﹤0.01% 2725
2021
Q1 		$645K Buy
8,614
+5,116
+146% +$419K ﹤0.01% 2693
2020
Q4 		$303K Buy
+3,498
New +$258K ﹤0.01% 2920
2020
Q1 		– Sell
-6,228
Closed -$450K – 3116
2019
Q4 		$450K Sell
6,228
-6,185
-50% -$761K ﹤0.01% 2506
2019
Q3 		$1.74M Buy
12,413
+954
+8% +$160K ﹤0.01% 1630
2019
Q2 		$2.1M Buy
11,459
+2,135
+23% +$364K ﹤0.01% 1525
2019
Q1 		$1.48M Buy
9,324
+1,835
+25% +$266K ﹤0.01% 1639
2018
Q4 		$717K Buy
+7,489
New +$857K ﹤0.01% 1933
2018
Q3 		– Sell
-6,197
Closed -$970K – 2346
2018
Q2 		$970K Buy
6,197
+3,714
+150% +$583K ﹤0.01% 1069
2018
Q1 		$400K Sell
2,483
-141
-5% -$23.9K ﹤0.01% 1290
2017
Q4 		$432K Sell
2,624
-282
-10% -$27.3K ﹤0.01% 1551
2017
Q3 		$182K Buy
2,906
+1,204
+71% +$94.6K ﹤0.01% 1875
2017
Q2 		$136K Sell
1,702
-6
-0.4% -$434 ﹤0.01% 2019
2017
Q1 		$122K Sell
1,708
-61
-3% -$3.57K ﹤0.01% 2112
2016
Q4 		$90K Buy
+1,769
New +$83.4K ﹤0.01% 2227

Other funds holding SAGE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Envestnet Asset Management's SAGE Position: Q3 2023 in Review

Envestnet Asset Management sold out of Sage Therapeutics (SAGE) in Q3 2023, closing a stake of 13,118 shares — an estimated $617K sold.

Envestnet Asset Management first reported a position in SAGE in Q4 2016 and held it in 23 quarters. The position peaked at $2.1M in Q2 2019. 194 funds tracked by Wall St. Rank hold SAGE as of Q3 2023.

  • Envestnet Asset Management reported no remaining Sage Therapeutics position as of Q3 2023 after selling out during the quarter.
  • Envestnet Asset Management sold 13,118 Sage Therapeutics shares in Q3 2023, an estimated $617K.
  • Envestnet Asset Management first reported a position in Sage Therapeutics in Q4 2016 and held it in 23 quarters.
  • Envestnet Asset Management's Sage Therapeutics position peaked at $2.1M in Q2 2019.
  • 194 funds tracked by Wall St. Rank held Sage Therapeutics as of Q3 2023.

Based on Envestnet Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.