SIA
SAL

Sage Investment Advisers’s Salisbury Bancorp, Inc. SAL Stock Holding History

Sage Investment Advisers’s Portfolio SAL Stock Details SAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-8,098
Closed -$254K – 70
2022
Q4 		$254K Buy
+8,098
New +$228K 0.36% 52
2022
Q2 		– Sell
-8,098
Closed -$230K – 71
2022
Q1 		$230K Hold
8,098
– – 0.3% 63
2021
Q4 		$223K Buy
+8,098
New +$211K 0.29% 67

Other funds holding SAL

FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TC
Trium Capital London, United Kingdom $163M AUM 45.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sage Investment Advisers's SAL Position: Q1 2023 in Review

Sage Investment Advisers sold out of Salisbury Bancorp, Inc. (SAL) in Q1 2023, closing a stake of 8,098 shares — an estimated $254K sold.

Sage Investment Advisers first reported a position in SAL in Q4 2021 and held it in 3 quarters. The position peaked at $254K in Q4 2022. 40 funds tracked by Wall St. Rank hold SAL as of Q1 2023.

  • Sage Investment Advisers reported no remaining Salisbury Bancorp, Inc. position as of Q1 2023 after selling out during the quarter.
  • Sage Investment Advisers sold 8,098 Salisbury Bancorp, Inc. shares in Q1 2023, an estimated $254K.
  • Sage Investment Advisers first reported a position in Salisbury Bancorp, Inc. in Q4 2021 and held it in 3 quarters.
  • Sage Investment Advisers's Salisbury Bancorp, Inc. position peaked at $254K in Q4 2022.
  • 40 funds tracked by Wall St. Rank held Salisbury Bancorp, Inc. as of Q1 2023.

Based on Sage Investment Advisers's 13F filing for Q1 2023, filed 10 Apr 2023.