Sage Investment Advisers LLC Purchases and Sells in Q3 2024

Sage Investment Advisers LLC

$94 Million
Q3 2024

Top Buys

Incresed Positions

35 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IBM	1.76K + 15.56%	$175.1 - $223.38 $309K - $394K	13.1K $2.89M
VOO	425 + 2.17%	$475.2 - $527.7 $202K - $224K	20K $10.5M
VGSH	5.39K + 9.86%	$57.74 - $59.13 $311K - $318K	60K $3.54M
AAPL	695 + 7.33%	$207.23 - $234.82 $144K - $163K	10.2K $2.37M
IVE	570 + 3.95%	$181.06 - $197.17 $103K - $112K	15K $2.96M
GLD	99 + 1.13%	$215.56 - $246.98 $21.3K - $24.5K	8.84K $2.15M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
RTX	2.22K New	$99.55 - $123.34 $221K - $274K	2.22K $269K
ABBV	1.3K New	$163.84 - $199.33 $213K - $260K	1.3K $257K
PM	2.1K New	$101.25 - $127.45 $212K - $267K	2.1K $254K
WMT	2.71K New	$66.91 - $81.4 $181K - $220K	2.71K $218K
LDOS	1.29K New	$142.66 - $163.02 $184K - $210K	1.29K $209K
T	9.14K New	$18.21 - $22.28 $166K - $204K	9.14K $201K

Top Sells

Reduced Positions

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CHDN	-850 - 3.05%	$130.35 - $145.0 $111K - $123K	27K $3.65M
CVX	-19 - 0.08%	$137.88 - $161.97 $2.62K - $3.08K	23.2K $3.42M
MSFT	-140 - 4.25%	$395.15 - $467.56 $55.3K - $65.5K	3.16K $1.36M
GOOGL	-134 - 2.61%	$148.65 - $191.18 $19.9K - $25.6K	4.99K $827K
MLM	-135 - 3.3%	$502.48 - $593.35 $67.8K - $80.1K	3.95K $2.13M
WM	-91 - 1.26%	$196.96 - $223.45 $17.9K - $20.3K	7.13K $1.48M

Activity Summary All Purchases 43 New Holdings 8 Increased Positions 35 All Sells 24 Reductions 24 Sold out 0 Calls 0 Puts 0

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