SFG
SAGE

Steward Financial Group’s Sage Therapeutics SAGE Stock Holding History

Steward Financial Group’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
Q3 		$0 Buy
+14
New +$404 ﹤0.01% 1533
2023
Q2 		– Sell
-23
Closed – – 902
2023
Q1 		$0 Buy
23
+16
+229% +$688 ﹤0.01% 887
2022
Q4 		$0 Buy
+7
New +$267 ﹤0.01% 776

Other funds holding SAGE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Steward Financial Group's SAGE Position: Q3 2023 in Review

Steward Financial Group opened a new position in Sage Therapeutics (SAGE) in Q3 2023: 14 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1533 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in SAGE as recently as Q1 2023.

Steward Financial Group first reported a position in SAGE in Q4 2022 and has held it in 3 quarters since. 194 funds tracked by Wall St. Rank hold SAGE as of Q3 2023.

  • Steward Financial Group held 14 shares of Sage Therapeutics worth $0 as of Q3 2023.
  • Sage Therapeutics was a new Steward Financial Group position in Q3 2023.
  • Sage Therapeutics made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1533 holding.
  • Steward Financial Group first reported a position in Sage Therapeutics in Q4 2022 and has held it in 3 quarters since.
  • 194 funds tracked by Wall St. Rank held Sage Therapeutics as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.