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 Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allen Investment Management's SAP Position: Q4 2024 in Review

Allen Investment Management sold out of SAP (SAP) in Q4 2024, closing a stake of 5,000 shares — an estimated $1.15M sold.

Allen Investment Management first reported a position in SAP in Q4 2021 and held it in 12 quarters. The position peaked at $1.15M in Q3 2024. 859 funds tracked by Wall St. Rank hold SAP as of Q4 2024.

Allen Investment Management reported no remaining SAP position as of Q4 2024 after selling out during the quarter.
Allen Investment Management sold 5,000 SAP shares in Q4 2024, an estimated $1.15M.
Allen Investment Management first reported a position in SAP in Q4 2021 and held it in 12 quarters.
Allen Investment Management's SAP position peaked at $1.15M in Q3 2024.
859 funds tracked by Wall St. Rank held SAP as of Q4 2024.

Based on Allen Investment Management's 13F filing for Q4 2024, filed 10 Feb 2025.