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McElhenny Sheffield Capital Management’s Sage Therapeutics SAGE Stock Holding History

McElhenny Sheffield Capital 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
Q1 		– Sell
-8
Closed -$305 – 510
2022
Q4 		$305 Buy
+8
New +$306 ﹤0.01% 651

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bellevue Group
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

McElhenny Sheffield Capital Management's SAGE Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Sage Therapeutics (SAGE) in Q1 2023, closing a stake of 8 shares — an estimated $305 sold.

McElhenny Sheffield Capital Management first reported a position in SAGE in Q4 2022 and held it in 1 quarter. The position peaked at $305 in Q4 2022. 213 funds tracked by Wall St. Rank hold SAGE as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining Sage Therapeutics position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 8 Sage Therapeutics shares in Q1 2023, an estimated $305.
  • McElhenny Sheffield Capital Management first reported a position in Sage Therapeutics in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's Sage Therapeutics position peaked at $305 in Q4 2022.
  • 213 funds tracked by Wall St. Rank held Sage Therapeutics as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.