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Sage Investment Advisers’s Fair Isaac FICO Stock Holding History

Sage Investment Advisers’s Portfolio FICO Stock Details FICO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$204K Sell
105
-34
-24% -$58.2K 0.21% 69
2024
Q2 		$207K Buy
+139
New +$180K 0.23% 65

Other funds holding FICO

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VFCM
Valley Forge Capital Management Miami, Florida $3.38B AUM 15.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Sage Investment Advisers's FICO Position: Q3 2024 in Review

Sage Investment Advisers reduced its Fair Isaac (FICO) stake by 24% in Q3 2024, selling an estimated $58.2K and leaving 105 shares worth $204K. The position accounts for 0.21% of the portfolio, ranked #69.

Sage Investment Advisers first reported a position in FICO in Q2 2024 and has held it in 2 quarters since. The position peaked at $207K in Q2 2024. 921 funds tracked by Wall St. Rank hold FICO as of Q3 2024.

  • Sage Investment Advisers held 105 shares of Fair Isaac worth $204K as of Q3 2024.
  • Sage Investment Advisers sold 34 Fair Isaac shares in Q3 2024, an estimated $58.2K.
  • Fair Isaac made up 0.21% of Sage Investment Advisers's portfolio in Q3 2024, its #69 holding.
  • Sage Investment Advisers first reported a position in Fair Isaac in Q2 2024 and has held it in 2 quarters since.
  • Sage Investment Advisers's Fair Isaac position peaked at $207K in Q2 2024.
  • 921 funds tracked by Wall St. Rank held Fair Isaac as of Q3 2024.

Based on Sage Investment Advisers's 13F filing for Q3 2024, filed 4 Nov 2024.