WRF
SAGE

Waddell & Reed Financial’s Sage Therapeutics SAGE Stock Holding History

Waddell & Reed Financial’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
2020
Q1 		– Sell
-454,945
Closed -$32.8M – 478
2019
Q4 		$32.8M Sell
454,945
-8,720
-2% -$1.07M 0.08% 264
2019
Q3 		$65M Buy
463,665
+93,593
+25% +$15.7M 0.17% 165
2019
Q2 		$67.8M Hold
370,072
– – 0.17% 166
2019
Q1 		$58.9M Buy
370,072
+70,001
+23% +$10.1M 0.15% 185
2018
Q4 		$28.7M Buy
300,071
+63,152
+27% +$7.23M 0.08% 276
2018
Q3 		$33.5M Buy
236,919
+15,619
+7% +$2.41M 0.07% 275
2018
Q2 		$34.6M Buy
+221,300
New +$34.7M 0.08% 271

Other funds holding SAGE

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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
GPP
Great Point Partners Greenwich, Connecticut $408M AUM 318.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BC
Boxer Capital San Diego, California $2.04B AUM 108.39% 1-Year Est. Return