UMB Bank’s Sage Therapeutics SAGE Stock Holding History

UMB Bank’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	-595	Closed	-$12.2K	–	1732
2023 Q3	$12.2K	Buy	595 +576	+3,032%	+$16.6K	﹤0.01%	1224
2023 Q2	$893	Buy	+19	New	+$945	﹤0.01%	1603

Other funds holding SAGE

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UMB Bank's SAGE Position: Q4 2023 in Review

UMB Bank sold out of Sage Therapeutics (SAGE) in Q4 2023, closing a stake of 595 shares — an estimated $12.2K sold.

UMB Bank first reported a position in SAGE in Q2 2023 and held it in 2 quarters. The position peaked at $12.2K in Q3 2023. 201 funds tracked by Wall St. Rank hold SAGE as of Q4 2023.

UMB Bank reported no remaining Sage Therapeutics position as of Q4 2023 after selling out during the quarter.
UMB Bank sold 595 Sage Therapeutics shares in Q4 2023, an estimated $12.2K.
UMB Bank first reported a position in Sage Therapeutics in Q2 2023 and held it in 2 quarters.
UMB Bank's Sage Therapeutics position peaked at $12.2K in Q3 2023.
201 funds tracked by Wall St. Rank held Sage Therapeutics as of Q4 2023.

Based on UMB Bank's 13F filing for Q4 2023, filed 23 Jan 2024.