EIM
SAGE

Essex Investment Management’s Sage Therapeutics SAGE Stock Holding History

Essex Investment 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
-20,360
Closed -$957K – 393
2023
Q2 		$957K Buy
+20,360
New +$1.01M 0.13% 214
2019
Q3 		– Sell
-6,332
Closed -$1.16M – 497
2019
Q2 		$1.16M Buy
+6,332
New +$1.08M 0.16% 200
2019
Q1 		– Sell
-9,961
Closed -$954K – 509
2018
Q4 		$954K Buy
9,961
+6,319
+174% +$723K 0.15% 201
2018
Q3 		$514K Sell
3,642
-1,460
-29% -$225K 0.06% 293
2018
Q2 		$799K Buy
5,102
+173
+4% +$27.2K 0.1% 246
2018
Q1 		$794K Sell
4,929
-1,502
-23% -$255K 0.1% 238
2017
Q4 		$1.06M Sell
6,431
-395
-6% -$38.3K 0.14% 209
2017
Q3 		$425K Sell
6,826
-24,834
-78% -$1.95M 0.06% 279
2017
Q2 		$2.52M Buy
31,660
+787
+3% +$56.9K 0.36% 83
2017
Q1 		$2.19M Buy
30,873
+19,204
+165% +$1.12M 0.34% 77
2016
Q4 		$596K Buy
+11,669
New +$550K 0.1% 231

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 $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 $4.2B 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 $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

Essex Investment Management's SAGE Position: Q3 2023 in Review

Essex Investment Management sold out of Sage Therapeutics (SAGE) in Q3 2023, closing a stake of 20,360 shares — an estimated $957K sold.

Essex Investment Management first reported a position in SAGE in Q4 2016 and held it in 11 quarters. The position peaked at $2.52M in Q2 2017. 194 funds tracked by Wall St. Rank hold SAGE as of Q3 2023.

  • Essex Investment Management reported no remaining Sage Therapeutics position as of Q3 2023 after selling out during the quarter.
  • Essex Investment Management sold 20,360 Sage Therapeutics shares in Q3 2023, an estimated $957K.
  • Essex Investment Management first reported a position in Sage Therapeutics in Q4 2016 and held it in 11 quarters.
  • Essex Investment Management's Sage Therapeutics position peaked at $2.52M in Q2 2017.
  • 194 funds tracked by Wall St. Rank held Sage Therapeutics as of Q3 2023.

Based on Essex Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.