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Sage Mountain Advisors’s Element Solutions ESI Stock Holding History

Sage Mountain Advisors’s Portfolio ESI Stock Details ESI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-9,238
Closed -$251K – 492
2024
Q3 		$251K Buy
+9,238
New +$242K 0.02% 328

Other funds holding ESI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Sage Mountain Advisors's ESI Position: Q4 2024 in Review

Sage Mountain Advisors sold out of Element Solutions (ESI) in Q4 2024, closing a stake of 9,238 shares — an estimated $251K sold.

Sage Mountain Advisors first reported a position in ESI in Q3 2024 and held it in 1 quarter. The position peaked at $251K in Q3 2024. 376 funds tracked by Wall St. Rank hold ESI as of Q4 2024.

  • Sage Mountain Advisors reported no remaining Element Solutions position as of Q4 2024 after selling out during the quarter.
  • Sage Mountain Advisors sold 9,238 Element Solutions shares in Q4 2024, an estimated $251K.
  • Sage Mountain Advisors first reported a position in Element Solutions in Q3 2024 and held it in 1 quarter.
  • Sage Mountain Advisors's Element Solutions position peaked at $251K in Q3 2024.
  • 376 funds tracked by Wall St. Rank held Element Solutions as of Q4 2024.

Based on Sage Mountain Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.