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Diana Blair

@Sage Capital Advisors,llc

Latest period2024 - Q4ReportedManaged Assets$384.392MTotal holdings135
Assets growth rate0.33%Assets growth rate (2-Q avg)5.18%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Sage Capital Advisors,llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 135 positions.

Assets under management

The assets under management (AUM) of Sage Capital Advisors,llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 384.392M in assets, with a quarterly growth rate of 0.33% and a 2-quarter average growth rate of 5.18%. The portfolio is managed by Diana Blair, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DOWDow Inc
Recent Activity
Exited
0%
$6.658M
121,878 shares@ $54.63 avg price
ALBAlbemarle Corp
Recent Activity
Exited
0%
$1.375M
14,520 shares@ $94.71 avg price
XDECFirst Tr Exchng Traded Fd Vi
Recent Activity
Exited
0%
$691,595
18,807 shares@ $36.78 avg price
XJANFirst Tr Exchng Traded Fd Vi
Recent Activity
Exited
0%
$595,294
17,944 shares@ $33.18 avg price
GDECFirst Tr Exchng Traded Fd Vi
Recent Activity
Exited
0%
$550,639
16,584 shares@ $33.21 avg price
BGBunge Global Sa
Recent Activity
Exited
0%
$521,923
5,401 shares@ $96.64 avg price
XFEBFirst Tr Exchng Traded Fd Vi
Recent Activity
Exited
0%
$464,931
14,479 shares@ $32.12 avg price
GJANFirst Tr Exchng Traded Fd Vi
Recent Activity
Exited
0%
$457,636
12,091 shares@ $37.85 avg price
IEFIshares Tr
Recent Activity
Exited
0%
$272,185
2,774 shares@ $98.13 avg price
DVNDevon Energy Corp New
Recent Activity
Exited
0%
$234,700
5,999 shares@ $39.13 avg price