SCA
USA icon

Sage Capital Advisors’s Liberty All-Star Equity Fund USA Stock Holding History

Sage Capital Advisors’s Portfolio USA Stock Details USA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$305K Buy
52,492
+1,010
+2% +$5.83K 0.06% 124
2026
Q1 		$286K Buy
51,482
+3,523
+7% +$21.1K 0.07% 118
2025
Q4 		$301K Buy
47,959
+314
+0.7% +$1.96K 0.07% 116
2025
Q3 		$302K Sell
47,645
-216
-0.5% -$1.43K 0.07% 120
2025
Q2 		$326K Sell
47,861
-4,538
-9% -$29.5K 0.08% 116
2025
Q1 		$343K Sell
52,399
-4,097
-7% -$28.3K 0.09% 109
2024
Q4 		$393K Sell
56,496
-11,937
-17% -$85.8K 0.1% 107
2024
Q3 		$486K Buy
68,433
+4,675
+7% +$32.1K 0.13% 96
2024
Q2 		$434K Buy
63,758
+5,593
+10% +$38K 0.12% 101
2024
Q1 		$416K Buy
58,165
+2,201
+4% +$14.7K 0.12% 101
2023
Q4 		$357K Sell
55,964
-9,177
-14% -$55.8K 0.12% 98
2023
Q3 		$386K Buy
65,141
+3,433
+6% +$21.8K 0.14% 87
2023
Q2 		$399K Buy
61,708
+797
+1% +$4.87K 0.14% 89
2023
Q1 		$378K Buy
60,911
+11,869
+24% +$72.9K 0.14% 86
2022
Q4 		$280K Buy
49,042
+1,748
+4% +$10.4K 0.12% 107
2022
Q3 		$262K Buy
47,294
+35,080
+287% +$227K 0.13% 101
2022
Q2 		$77K Buy
12,214
+304
+3% +$2.11K 0.04% 103
2022
Q1 		$94K Buy
11,910
+1,556
+15% +$12K 0.04% 106
2021
Q4 		$84K Buy
+10,354
New +$87.4K 0.03% 104

Other funds holding USA

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
CFSG
Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $275M AUM 31.26% 1-Year Est. Return