Sage Financial Group’s Deutsche Bank DB Stock Holding History

Sage Financial Group’s Portfolio DB Stock Details DB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-8,314	Closed	-$105K	–	98
2022 Q1	$105K	Buy	8,314 +1,000	+14%	+$13.3K	0.01%	55
2021 Q4	$91K	Buy	7,314 +2,500	+52%	+$31.9K	0.01%	55
2021 Q3	$61K	Hold	4,814	–	–	0.01%	53
2021 Q2	$63K	Hold	4,814	–	–	0.01%	52
2021 Q1	$58K	Hold	4,814	–	–	0.01%	49
2020 Q4	$52K	Hold	4,814	–	–	0.01%	52
2020 Q3	$40K	Hold	4,814	–	–	0.01%	51
2020 Q2	$46K	Hold	4,814	–	–	0.01%	50
2020 Q1	$31K	Buy	4,814 +1,814	+60%	+$15.1K	0.01%	53
2019 Q4	$23K	Hold	3,000	–	–	﹤0.01%	57
2019 Q3	$23K	Buy	+3,000	New	+$22.8K	﹤0.01%	57
2019 Q2	–	Sell	-3,000	Closed	-$24K	–	73
2019 Q1	$24K	Buy	3,000 +2,000	+200%	+$17.5K	﹤0.01%	68
2018 Q4	$8K	Hold	1,000	–	–	﹤0.01%	71
2018 Q3	$11K	Buy	+1,000	New	+$11.7K	﹤0.01%	54
2018 Q2	–	Sell	-1,000	Closed	-$14K	–	58
2018 Q1	$14K	Buy	1,000 +500	+100%	+$8.43K	﹤0.01%	48
2017 Q4	$10K	Hold	500	–	–	﹤0.01%	56
2017 Q3	$9K	Hold	500	–	–	﹤0.01%	51
2017 Q2	$9K	Hold	500	–	–	﹤0.01%	51
2017 Q1	$9K	Buy	+500	New	+$8.66K	﹤0.01%	50

Other funds holding DB

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Hudson Executive Capital New York $151M AUM 60.14% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Cerberus Capital Management New York $2.63B AUM 20.18% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $110B AUM 36.92% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return