Mackenzie Financial
SAGE

Mackenzie Financial’s Sage Therapeutics SAGE Stock Holding History

Mackenzie Financial’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
-4,925
Closed -$237K – 1576
2023
Q2 		$237K Sell
4,925
-129
-3% -$6.42K ﹤0.01% 1265
2023
Q1 		$212K Sell
5,054
-193
-4% -$8.3K ﹤0.01% 1327
2022
Q4 		$200K Sell
5,247
-169
-3% -$6.45K ﹤0.01% 1253
2022
Q3 		$212K Buy
+5,416
New +$209K ﹤0.01% 1225
2022
Q2 		– Sell
-49,146
Closed -$1.63M – 1531
2022
Q1 		$1.63M Sell
49,146
-1,100
-2% -$41.4K ﹤0.01% 790
2021
Q4 		$2.14M Buy
50,246
+1,300
+3% +$54.4K ﹤0.01% 758
2021
Q3 		$2.17M Buy
48,946
+9,400
+24% +$431K ﹤0.01% 740
2021
Q2 		$2.25M Buy
39,546
+16,400
+71% +$1.16M ﹤0.01% 701
2021
Q1 		$1.73M Buy
+23,146
New +$1.9M ﹤0.01% 711
2020
Q1 		– Sell
-8,573
Closed -$619K – 1164
2019
Q4 		$619K Buy
8,573
+8
+0.1% +$984 ﹤0.01% 822
2019
Q3 		$1.2M Buy
8,565
+71
+0.8% +$11.9K ﹤0.01% 695
2019
Q2 		$1.55M Buy
8,494
+1,997
+31% +$341K ﹤0.01% 679
2019
Q1 		$1.03M Buy
6,497
+3,734
+135% +$541K ﹤0.01% 916
2018
Q4 		$265K Sell
2,763
-14,412
-84% -$1.65M ﹤0.01% 1050
2018
Q3 		$2.43M Buy
17,175
+1,486
+9% +$229K 0.01% 613
2018
Q2 		$2.46M Buy
15,689
+13,576
+642% +$2.13M 0.01% 568
2018
Q1 		$340K Buy
+2,113
New +$359K ﹤0.01% 793

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

Mackenzie Financial's SAGE Position: Q3 2023 in Review

Mackenzie Financial sold out of Sage Therapeutics (SAGE) in Q3 2023, closing a stake of 4,925 shares — an estimated $237K sold.

Mackenzie Financial first reported a position in SAGE in Q1 2018 and held it in 17 quarters. The position peaked at $2.46M in Q2 2018. 194 funds tracked by Wall St. Rank hold SAGE as of Q3 2023.

  • Mackenzie Financial reported no remaining Sage Therapeutics position as of Q3 2023 after selling out during the quarter.
  • Mackenzie Financial sold 4,925 Sage Therapeutics shares in Q3 2023, an estimated $237K.
  • Mackenzie Financial first reported a position in Sage Therapeutics in Q1 2018 and held it in 17 quarters.
  • Mackenzie Financial's Sage Therapeutics position peaked at $2.46M in Q2 2018.
  • 194 funds tracked by Wall St. Rank held Sage Therapeutics as of Q3 2023.

Based on Mackenzie Financial's 13F filing for Q3 2023, filed 25 Oct 2023.