Sage Financial Management Group, Inc. Closed Holding Positions

Sage Financial Management Group, Inc.

  • $258 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
CSCO
Cisco Systems, Inc.

Technology
Q2 2022 Filed on Aug 02, 2022
5,332
$41.72 - $55.87 $222K - $298K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
Q1 2022 Filed on Apr 28, 2022
4,547
$51.44 - $54.88 $234K - $250K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
Q3 2021 Filed on Oct 26, 2021
2,182
$91.45 - $91.48 $200K - $200K
MELI
Mercadolibre Inc

Consumer Cyclical
Q2 2021 Filed on Aug 03, 2021
8
$1296.65 - $1623.01 $10.4K - $13K
ENS
Ener Sys

Industrials
Q2 2021 Filed on Aug 03, 2021
1,068
$84.92 - $99.17 $90.7K - $106K
CMC
Commercial Metals CO

Basic Materials
Q2 2021 Filed on Aug 03, 2021
1,870
$28.22 - $33.91 $52.8K - $63.4K
LMT
Lockheed Martin Corp

Industrials
Q2 2021 Filed on Aug 03, 2021
27
$371.02 - $394.1 $10K - $10.6K
RTX
Raytheon Technologies Corp

Industrials
Q2 2021 Filed on Aug 03, 2021
100
$77.09 - $89.45 $7.71K - $8.95K
MFC
Manulife Financial Corp

Financial Services
Q2 2021 Filed on Aug 03, 2021
147
$19.35 - $22.16 $2.84K - $3.26K
CRM
Salesforce, Inc.

Technology
Q2 2021 Filed on Aug 03, 2021
150
$210.54 - $246.26 $31.6K - $36.9K
COF
Capital One Financial Corp

Financial Services
Q2 2021 Filed on Aug 03, 2021
116
$129.78 - $166.29 $15.1K - $19.3K
NEE
Nextera Energy Inc

Utilities
Q2 2021 Filed on Aug 03, 2021
508
$71.54 - $80.94 $36.3K - $41.1K
COLD
Americold Realty Trust

Real Estate
Q2 2021 Filed on Aug 03, 2021
200
$37.29 - $40.39 $7.46K - $8.08K
CD
Chindata Group Holdings LTD

Technology
Q2 2021 Filed on Aug 03, 2021
200
$13.06 - $16.98 $2.61K - $3.4K
HDB
Hdfc Bank LTD

Financial Services
Q2 2021 Filed on Aug 03, 2021
100
$68.25 - $77.74 $6.83K - $7.77K
HD
Home Depot, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 03, 2021
72
$302.61 - $341.12 $21.8K - $24.6K
MCD
Mcdonalds Corp

Consumer Cyclical
Q2 2021 Filed on Aug 03, 2021
65
$225.21 - $237.11 $14.6K - $15.4K
DHR
Danaher Corp

Healthcare
Q2 2021 Filed on Aug 03, 2021
228
$225.08 - $271.69 $51.3K - $61.9K
XLK
Technology Sector Spdr

ETFs
Q2 2021 Filed on Aug 03, 2021
284
$131.31 - $147.82 $37.3K - $42K
IWS
Ishares Russell Midcap Value E

ETFs
Q2 2021 Filed on Aug 03, 2021
117
$110.51 - $117.85 $12.9K - $13.8K
T
At&T Inc.

Communication Services
Q2 2021 Filed on Aug 03, 2021
155
$21.64 - $24.65 $3.35K - $3.82K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
Q2 2021 Filed on Aug 03, 2021
300
$55.79 - $59.14 $16.7K - $17.7K
BAC
Bank Of America Corp

Financial Services
Q2 2021 Filed on Aug 03, 2021
850
$38.08 - $43.27 $32.4K - $36.8K
CL
Colgate Palmolive CO

Consumer Defensive
Q2 2021 Filed on Aug 03, 2021
1,140
$78.55 - $84.59 $89.5K - $96.4K
ELV
Elevance Health, Inc.

Healthcare
Q2 2021 Filed on Aug 03, 2021
272
$352.19 - $401.9 $95.8K - $109K
COST
Costco Wholesale Corp

Consumer Defensive
Q2 2021 Filed on Aug 03, 2021
108
$354.94 - $398.79 $38.3K - $43.1K
QQQ
Invesco Qqq Trust, Series 1

ETFs
Q2 2021 Filed on Aug 03, 2021
66
$316.89 - $354.99 $20.9K - $23.4K
FIX
Comfort Systems Usa Inc

Industrials
Q2 2021 Filed on Aug 03, 2021
100
$75.0 - $86.87 $7.5K - $8.69K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
Q2 2021 Filed on Aug 03, 2021
0
$99.48 - $130.88 $0 - $0
IWO
Ishares Russell 2000 Gwt ETF

ETFs
Q2 2021 Filed on Aug 03, 2021
115
$278.74 - $313.3 $32.1K - $36K
DD
Du Pont De Nemours, Inc.

Basic Materials
Q2 2021 Filed on Aug 03, 2021
1,953
$75.13 - $85.57 $147K - $167K
ALGN
Align Technology Inc

Healthcare
Q2 2021 Filed on Aug 03, 2021
5
$545.05 - $621.76 $2.73K - $3.11K
TDC
Teradata Corp

Technology
Q2 2021 Filed on Aug 03, 2021
385
$38.58 - $53.07 $14.9K - $20.4K
INTC
Intel Corp

Technology
Q2 2021 Filed on Aug 03, 2021
68
$53.62 - $68.26 $3.65K - $4.64K
BALL
Ball Corp

Consumer Cyclical
Q2 2021 Filed on Aug 03, 2021
1,402
$79.19 - $93.98 $111K - $132K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q2 2021 Filed on Aug 03, 2021
30
$239.91 - $293.65 $7.2K - $8.81K
DOW
Dow Inc.

Basic Materials
Q2 2021 Filed on Aug 03, 2021
1,991
$60.93 - $70.91 $121K - $141K
PFE
Pfizer Inc

Healthcare
Q2 2021 Filed on Aug 03, 2021
314
$35.91 - $40.68 $11.3K - $12.8K
TJX
Tjx Companies Inc

Consumer Cyclical
Q2 2021 Filed on Aug 03, 2021
111
$63.37 - $73.78 $7.03K - $8.19K
TROW
Price T Rowe Group Inc

Financial Services
Q2 2021 Filed on Aug 03, 2021
140
$173.96 - $197.97 $24.4K - $27.7K
MMM
3 M CO

Industrials
Q2 2021 Filed on Aug 03, 2021
34
$191.6 - $207.33 $6.51K - $7.05K
CMCSA
Comcast Corp

Communication Services
Q2 2021 Filed on Aug 03, 2021
340
$53.3 - $58.68 $18.1K - $20K
DIS
Walt Disney CO

Communication Services
Q2 2021 Filed on Aug 03, 2021
100
$169.27 - $189.73 $16.9K - $19K
CVX
Chevron Corp

Energy
Q2 2021 Filed on Aug 03, 2021
89
$100.95 - $110.81 $8.98K - $9.86K
IWN
Ishares Russell2000 Val ETF

ETFs
Q2 2021 Filed on Aug 03, 2021
52
$156.91 - $173.97 $8.16K - $9.05K
GOOG
Alphabet Inc.

Communication Services
Q2 2021 Filed on Aug 03, 2021
39
$106.89 - $127.28 $4.17K - $4.96K
TGT
Target Corp

Consumer Defensive
Q2 2021 Filed on Aug 03, 2021
101
$200.72 - $241.85 $20.3K - $24.4K
UNH
Unitedhealth Group Inc

Healthcare
Q2 2021 Filed on Aug 03, 2021
31
$364.37 - $420.89 $11.3K - $13K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
Q2 2021 Filed on Aug 03, 2021
145
$97.42 - $106.53 $14.1K - $15.4K
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