RC
SAGE

Roundview Capital’s Sage Therapeutics SAGE Stock Holding History

Roundview Capital’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
-8,260
Closed -$388K – 312
2023
Q2 		$388K Hold
8,260
– – 0.04% 256
2023
Q1 		$347K Hold
8,260
– – 0.04% 264
2022
Q4 		$315K Buy
+8,260
New +$315K 0.04% 253

Other funds holding SAGE

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Vanguard Group
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RI
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State Street
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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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return