EWA
SACH

EP Wealth Advisors’s Sachem Capital Corp SACH Stock Holding History

EP Wealth Advisors’s Portfolio SACH Stock Details SACH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-92,337
Closed -$233K – 1309
2024
Q3 		$233K Buy
+92,337
New +$233K ﹤0.01% 969

Other funds holding SACH

MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $180M AUM 40.44% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
UFA
US Financial Advisors Braintree, Massachusetts $338M AUM 4.11% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $214M AUM 29.83% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

EP Wealth Advisors's SACH Position: Q4 2024 in Review

EP Wealth Advisors sold out of Sachem Capital Corp (SACH) in Q4 2024, closing a stake of 92,337 shares — an estimated $233K sold.

EP Wealth Advisors first reported a position in SACH in Q3 2024 and held it in 1 quarter. The position peaked at $233K in Q3 2024. 55 funds tracked by Wall St. Rank hold SACH as of Q4 2024.

  • EP Wealth Advisors reported no remaining Sachem Capital Corp position as of Q4 2024 after selling out during the quarter.
  • EP Wealth Advisors sold 92,337 Sachem Capital Corp shares in Q4 2024, an estimated $233K.
  • EP Wealth Advisors first reported a position in Sachem Capital Corp in Q3 2024 and held it in 1 quarter.
  • EP Wealth Advisors's Sachem Capital Corp position peaked at $233K in Q3 2024.
  • 55 funds tracked by Wall St. Rank held Sachem Capital Corp as of Q4 2024.

Based on EP Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.