Oppenheimer & Co’s Sage Therapeutics SAGE Stock Holding History

Oppenheimer & Co’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 Q4	–	Sell	-11,305	Closed	-$233K	–	1448
2023 Q3	$233K	Sell	11,305 -3,508	-24%	-$101K	﹤0.01%	1218
2023 Q2	$697K	Buy	+14,813	New	+$737K	0.01%	849
2022 Q1	–	Sell	-5,000	Closed	-$213K	–	1568
2021 Q4	$213K	Buy	+5,000	New	+$209K	﹤0.01%	1373

Other funds holding SAGE

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CAC

Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Oppenheimer & Co's SAGE Position: Q4 2023 in Review

Oppenheimer & Co sold out of Sage Therapeutics (SAGE) in Q4 2023, closing a stake of 11,305 shares — an estimated $233K sold.

Oppenheimer & Co first reported a position in SAGE in Q4 2021 and held it in 3 quarters. The position peaked at $697K in Q2 2023. 201 funds tracked by Wall St. Rank hold SAGE as of Q4 2023.

Oppenheimer & Co reported no remaining Sage Therapeutics position as of Q4 2023 after selling out during the quarter.
Oppenheimer & Co sold 11,305 Sage Therapeutics shares in Q4 2023, an estimated $233K.
Oppenheimer & Co first reported a position in Sage Therapeutics in Q4 2021 and held it in 3 quarters.
Oppenheimer & Co's Sage Therapeutics position peaked at $697K in Q2 2023.
201 funds tracked by Wall St. Rank held Sage Therapeutics as of Q4 2023.

Based on Oppenheimer & Co's 13F filing for Q4 2023, filed 13 Feb 2024.