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Sage Financial Management Group’s Cohen & Steers CNS Stock Holding History

Sage Financial Management Group’s Portfolio CNS Stock Details CNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-421
Closed -$28K – 39
2021
Q1 		$28K Buy
+421
New +$28.8K 0.02% 76

Other funds holding CNS

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sage Financial Management Group's CNS Position: Q2 2021 in Review

Sage Financial Management Group sold out of Cohen & Steers (CNS) in Q2 2021, closing a stake of 421 shares — an estimated $28K sold.

Sage Financial Management Group first reported a position in CNS in Q1 2021 and held it in 1 quarter. The position peaked at $28K in Q1 2021. 194 funds tracked by Wall St. Rank hold CNS as of Q2 2021.

  • Sage Financial Management Group reported no remaining Cohen & Steers position as of Q2 2021 after selling out during the quarter.
  • Sage Financial Management Group sold 421 Cohen & Steers shares in Q2 2021, an estimated $28K.
  • Sage Financial Management Group first reported a position in Cohen & Steers in Q1 2021 and held it in 1 quarter.
  • Sage Financial Management Group's Cohen & Steers position peaked at $28K in Q1 2021.
  • 194 funds tracked by Wall St. Rank held Cohen & Steers as of Q2 2021.

Based on Sage Financial Management Group's 13F filing for Q2 2021, filed 3 Aug 2021.