SAM
SAGE

Simplify Asset Management’s Sage Therapeutics SAGE Stock Holding History

Simplify Asset Management’s Portfolio SAGE Stock Details SAGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-120,030
Closed -$2.47M – 138
2023
Q3 		$2.47M Buy
120,030
+70,000
+140% +$2.02M 0.28% 42
2023
Q2 		$2.35M Hold
50,030
– – 0.31% 44
2023
Q1 		$2.1M Buy
+50,030
New +$2.15M 0.3% 36

Other funds holding SAGE

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Simplify Asset Management's SAGE Position: Q4 2023 in Review

Simplify Asset Management sold out of Sage Therapeutics (SAGE) in Q4 2023, closing a stake of 120,030 shares — an estimated $2.47M sold.

Simplify Asset Management first reported a position in SAGE in Q1 2023 and held it in 3 quarters. The position peaked at $2.47M in Q3 2023. 201 funds tracked by Wall St. Rank hold SAGE as of Q4 2023.

  • Simplify Asset Management reported no remaining Sage Therapeutics position as of Q4 2023 after selling out during the quarter.
  • Simplify Asset Management sold 120,030 Sage Therapeutics shares in Q4 2023, an estimated $2.47M.
  • Simplify Asset Management first reported a position in Sage Therapeutics in Q1 2023 and held it in 3 quarters.
  • Simplify Asset Management's Sage Therapeutics position peaked at $2.47M in Q3 2023.
  • 201 funds tracked by Wall St. Rank held Sage Therapeutics as of Q4 2023.

Based on Simplify Asset Management's 13F filing for Q4 2023, filed 12 Feb 2024.