Whittier Trust’s Sage Therapeutics SAGE Stock Holding History

Whittier Trust’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 Q2	–	Sell	-197	Closed	-$6K	–	1493
2020 Q1	$6K	Hold	197	–	–	﹤0.01%	1201
2019 Q4	$14K	Buy	197 +165	+516%	+$20.3K	﹤0.01%	1087
2019 Q3	$4K	Buy	+32	New	+$5.35K	﹤0.01%	1296

Other funds holding SAGE

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

GPP

Great Point Partners Greenwich, Connecticut $529M AUM 337.4% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Whittier Trust's SAGE Position: Q2 2020 in Review

Whittier Trust sold out of Sage Therapeutics (SAGE) in Q2 2020, closing a stake of 197 shares — an estimated $6K sold.

Whittier Trust first reported a position in SAGE in Q3 2019 and held it in 3 quarters. The position peaked at $14K in Q4 2019. 217 funds tracked by Wall St. Rank hold SAGE as of Q2 2020.

Whittier Trust reported no remaining Sage Therapeutics position as of Q2 2020 after selling out during the quarter.
Whittier Trust sold 197 Sage Therapeutics shares in Q2 2020, an estimated $6K.
Whittier Trust first reported a position in Sage Therapeutics in Q3 2019 and held it in 3 quarters.
Whittier Trust's Sage Therapeutics position peaked at $14K in Q4 2019.
217 funds tracked by Wall St. Rank held Sage Therapeutics as of Q2 2020.

Based on Whittier Trust's 13F filing for Q2 2020, filed 10 Jul 2020.