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Alera Investment Advisors’s SAP SAP Stock Holding History

Alera Investment Advisors’s Portfolio SAP Stock Details SAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$635K Sell
2,773
-236
-8% -$50.2K 0.07% 114
2024
Q2 		$607K Buy
3,009
+1,060
+54% +$200K 0.07% 107
2024
Q1 		$380K Sell
1,949
-3
-0.2% -$533 0.05% 131
2023
Q4 		$302K Buy
1,952
+3
+0.2% +$434 0.04% 142
2023
Q3 		$252K Buy
1,949
+454
+30% +$61.8K 0.04% 143
2023
Q2 		$205K Buy
+1,495
New +$198K 0.04% 162
2019
Q2 		– Sell
-310
Closed -$36K – 824
2019
Q1 		$36K Buy
310
+32
+12% +$3.4K 0.02% 202
2018
Q4 		$28K Buy
+278
New +$29.6K 0.02% 238

Other funds holding SAP

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Alera Investment Advisors's SAP Position: Q3 2024 in Review

Alera Investment Advisors reduced its SAP (SAP) stake by 7.8% in Q3 2024, selling an estimated $50.2K and leaving 2,773 shares worth $635K. The position accounts for 0.07% of the portfolio, ranked #114.

Alera Investment Advisors first reported a position in SAP in Q4 2018 and has held it in 8 quarters since. 791 funds tracked by Wall St. Rank hold SAP as of Q3 2024.

  • Alera Investment Advisors held 2,773 shares of SAP worth $635K as of Q3 2024.
  • Alera Investment Advisors sold 236 SAP shares in Q3 2024, an estimated $50.2K.
  • SAP made up 0.07% of Alera Investment Advisors's portfolio in Q3 2024, its #114 holding.
  • Alera Investment Advisors first reported a position in SAP in Q4 2018 and has held it in 8 quarters since.
  • 791 funds tracked by Wall St. Rank held SAP as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.