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Baystate Wealth Management’s SAP SAP Stock Holding History

Baystate 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
2023
Q4 		$7.88K Hold
51
– – ﹤0.01% 783
2023
Q3 		$6.59K Buy
51
+39
+325% +$5.31K ﹤0.01% 649
2023
Q2 		$1.66K Hold
12
– – ﹤0.01% 871
2023
Q1 		$1.52K Buy
+12
New +$1.41K ﹤0.01% 879

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Baystate Wealth Management's SAP Position: Q4 2023 in Review

Baystate Wealth Management held its SAP (SAP) position steady in Q4 2023 at 51 shares worth $7.88K. The position accounts for ﹤0.01% of the portfolio, ranked #783.

Baystate Wealth Management first reported a position in SAP in Q1 2023 and has held it in 4 quarters since. 644 funds tracked by Wall St. Rank hold SAP as of Q4 2023.

  • Baystate Wealth Management held 51 shares of SAP worth $7.88K as of Q4 2023.
  • Baystate Wealth Management left its SAP share count unchanged in Q4 2023.
  • SAP made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #783 holding.
  • Baystate Wealth Management first reported a position in SAP in Q1 2023 and has held it in 4 quarters since.
  • 644 funds tracked by Wall St. Rank held SAP as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.