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Arlington Financial Advisors’s SAP SAP Stock Holding History

Arlington Financial 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
2023
Q1 		– Sell
-3,398
Closed -$351K – 67
2022
Q4 		$351K Buy
+3,398
New +$340K 0.15% 54

Other funds holding SAP

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Arlington Financial Advisors's SAP Position: Q1 2023 in Review

Arlington Financial Advisors sold out of SAP (SAP) in Q1 2023, closing a stake of 3,398 shares — an estimated $351K sold.

Arlington Financial Advisors first reported a position in SAP in Q4 2022 and held it in 1 quarter. The position peaked at $351K in Q4 2022. 529 funds tracked by Wall St. Rank hold SAP as of Q1 2023.

  • Arlington Financial Advisors reported no remaining SAP position as of Q1 2023 after selling out during the quarter.
  • Arlington Financial Advisors sold 3,398 SAP shares in Q1 2023, an estimated $351K.
  • Arlington Financial Advisors first reported a position in SAP in Q4 2022 and held it in 1 quarter.
  • Arlington Financial Advisors's SAP position peaked at $351K in Q4 2022.
  • 529 funds tracked by Wall St. Rank held SAP as of Q1 2023.

Based on Arlington Financial Advisors's 13F filing for Q1 2023, filed 8 May 2023.