Sage Advisory Services, Ltd.Co. Portfolio Holdings

Sage Advisory Services, Ltd.Co.

  • $375 Million
  • Q3 2024

Sage Advisory Services, Ltd.Co. has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $375 Million distributed in 46 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $32.9M, Ishares Msci Usa Quality Facto with a value of $31.7M, J P Morgan ETF Tr U S Quality with a value of $31.4M, Ishares Core S&P 500 ETF with a value of $29.2M, and ETF Ser Solution Distillate Us with a value of $28.9M.

Examining the 13F form we can see an increase of $19.3M in the current position value, from $356M to 375M.

Below you can find more details about Sage Advisory Services, Ltd.Co. portfolio as well as his latest detailed transactions.

Portfolio value $375 Million
ETFs: $375 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 46
  • Current Value $375 Million
  • Prior Value $356 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 04, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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