IFAM
SAGE

Institutional & Family Asset Management’s Sage Therapeutics SAGE Stock Holding History

Institutional & Family 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
2019
Q4 		– Sell
-9
Closed -$1K – 887
2019
Q3 		$1K Hold
9
– – ﹤0.01% 801
2019
Q2 		$2K Hold
9
– – ﹤0.01% 736
2019
Q1 		$1K Sell
9
-6
-40% -$869 ﹤0.01% 805
2018
Q4 		$1K Hold
15
– – ﹤0.01% 784
2018
Q3 		$2K Hold
15
– – ﹤0.01% 755
2018
Q2 		$2K Hold
15
– – ﹤0.01% 740
2018
Q1 		$2K Buy
+15
New +$2.55K ﹤0.01% 731

Other funds holding SAGE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

Institutional & Family Asset Management's SAGE Position: Q4 2019 in Review

Institutional & Family Asset Management sold out of Sage Therapeutics (SAGE) in Q4 2019, closing a stake of 9 shares — an estimated $1K sold.

Institutional & Family Asset Management first reported a position in SAGE in Q1 2018 and held it in 7 quarters. The position peaked at $2K in Q2 2019. 267 funds tracked by Wall St. Rank hold SAGE as of Q4 2019.

  • Institutional & Family Asset Management reported no remaining Sage Therapeutics position as of Q4 2019 after selling out during the quarter.
  • Institutional & Family Asset Management sold 9 Sage Therapeutics shares in Q4 2019, an estimated $1K.
  • Institutional & Family Asset Management first reported a position in Sage Therapeutics in Q1 2018 and held it in 7 quarters.
  • Institutional & Family Asset Management's Sage Therapeutics position peaked at $2K in Q2 2019.
  • 267 funds tracked by Wall St. Rank held Sage Therapeutics as of Q4 2019.

Based on Institutional & Family Asset Management's 13F filing for Q4 2019, filed 14 Feb 2020.