AWM
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Altium Wealth Management’s SAP SAP Stock Holding History

Altium Wealth 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
2022
Q2 		$787K Buy
8,672
+1,353
+18% +$135K 0.06% 186
2022
Q1 		$812K Buy
7,319
+274
+4% +$33.3K 0.05% 185
2021
Q4 		$987K Sell
7,045
-296
-4% -$41.3K 0.06% 154
2021
Q3 		$991K Buy
7,341
+23
+0.3% +$3.34K 0.07% 136
2021
Q2 		$1.03M Buy
7,318
+1,172
+19% +$163K 0.08% 127
2021
Q1 		$755K Buy
6,146
+1,802
+41% +$228K 0.06% 152
2020
Q4 		$566K Sell
4,344
-217
-5% -$28K 0.05% 170
2020
Q3 		$711K Buy
4,561
+225
+5% +$35.7K 0.07% 119
2020
Q2 		$607K Buy
4,336
+173
+4% +$21.3K 0.07% 132
2020
Q1 		$460K Buy
4,163
+1,657
+66% +$209K 0.06% 148
2019
Q4 		$336K Buy
2,506
+11
+0.4% +$1.45K 0.04% 206
2019
Q3 		$294K Sell
2,495
-63
-2% -$7.8K 0.04% 218
2019
Q2 		$350K Sell
2,558
-7
-0.3% -$871 0.05% 199
2019
Q1 		$296K Sell
2,565
-49
-2% -$5.21K 0.05% 215
2018
Q4 		$260K Sell
2,614
-234
-8% -$24.9K 0.05% 225
2018
Q3 		$350K Sell
2,848
-156
-5% -$18.5K 0.07% 199
2018
Q2 		$347K Buy
+3,004
New +$339K 0.09% 159

Other funds holding SAP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Altium Wealth Management's SAP Position: Q2 2022 in Review

Altium Wealth Management increased its SAP (SAP) stake by 18% in Q2 2022, buying an estimated $135K and bringing the position to 8,672 shares worth $787K. The position accounts for 0.06% of the portfolio, ranked #186.

Altium Wealth Management first reported a position in SAP in Q2 2018 and has held it in 17 quarters since. The position peaked at $1.03M in Q2 2021. 489 funds tracked by Wall St. Rank hold SAP as of Q2 2022.

  • Altium Wealth Management held 8,672 shares of SAP worth $787K as of Q2 2022.
  • Altium Wealth Management bought 1,353 SAP shares in Q2 2022, an estimated $135K.
  • SAP made up 0.06% of Altium Wealth Management's portfolio in Q2 2022, its #186 holding.
  • Altium Wealth Management first reported a position in SAP in Q2 2018 and has held it in 17 quarters since.
  • Altium Wealth Management's SAP position peaked at $1.03M in Q2 2021.
  • 489 funds tracked by Wall St. Rank held SAP as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.