FIM
SAGE

Fernwood Investment Management’s Sage Therapeutics SAGE Stock Holding History

Fernwood 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
2024
Q2 		– Sell
-169
Closed -$3.17K – 601
2024
Q1 		$3.17K Buy
+169
New +$3.9K ﹤0.01% 657
2018
Q4 		– Sell
-4,837
Closed -$683K – 168
2018
Q3 		$683K Hold
4,837
– – 0.36% 74
2018
Q2 		$757K Hold
4,837
– – 0.41% 69
2018
Q1 		$779K Sell
4,837
-3,629
-43% -$616K 0.43% 62
2017
Q4 		$1.39M Buy
8,466
+66
+0.8% +$6.4K 0.75% 43
2017
Q3 		$523K Buy
8,400
+258
+3% +$20.3K 0.33% 78
2017
Q2 		$648K Hold
8,142
– – 0.47% 60
2017
Q1 		$579K Buy
8,142
+2,907
+56% +$170K 0.46% 58
2016
Q4 		$267K Hold
5,235
– – 0.26% 102
2016
Q3 		$241K Buy
+5,235
New +$213K 0.22% 101

Other funds holding SAGE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fernwood Investment Management's SAGE Position: Q2 2024 in Review

Fernwood Investment Management sold out of Sage Therapeutics (SAGE) in Q2 2024, closing a stake of 169 shares — an estimated $3.17K sold.

Fernwood Investment Management first reported a position in SAGE in Q3 2016 and held it in 10 quarters. The position peaked at $1.39M in Q4 2017. 194 funds tracked by Wall St. Rank hold SAGE as of Q2 2024.

  • Fernwood Investment Management reported no remaining Sage Therapeutics position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 169 Sage Therapeutics shares in Q2 2024, an estimated $3.17K.
  • Fernwood Investment Management first reported a position in Sage Therapeutics in Q3 2016 and held it in 10 quarters.
  • Fernwood Investment Management's Sage Therapeutics position peaked at $1.39M in Q4 2017.
  • 194 funds tracked by Wall St. Rank held Sage Therapeutics as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.