Allen Investment Management’s SAP SAP Stock Holding History

Allen Investment Management’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 Q4	–	Sell	-5,000	Closed	-$1.15M	–	217
2024 Q3	$1.15M	Hold	5,000	–	–	0.01%	141
2024 Q2	$1.01M	Hold	5,000	–	–	0.01%	142
2024 Q1	$975K	Hold	5,000	–	–	0.01%	134
2023 Q4	$773K	Hold	5,000	–	–	0.01%	145
2023 Q3	$647K	Hold	5,000	–	–	0.01%	152
2023 Q2	$684K	Hold	5,000	–	–	0.01%	145
2023 Q1	$633K	Hold	5,000	–	–	0.01%	150
2022 Q4	$516K	Hold	5,000	–	–	0.01%	156
2022 Q3	$406K	Hold	5,000	–	–	0.01%	165
2022 Q2	$454K	Hold	5,000	–	–	0.01%	167
2022 Q1	$555K	Hold	5,000	–	–	0.01%	170
2021 Q4	$701K	Buy	+5,000	New	+$698K	0.01%	162

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 $295B AUM 31.6% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return