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Belpointe Asset Management’s SAP SAP Stock Holding History

Belpointe Asset 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
Q2 		– Sell
-1,354
Closed -$171K – 2834
2023
Q1 		$171K Buy
1,354
+679
+101% +$79.6K 0.01% 1012
2022
Q4 		$69.7K Buy
+675
New +$67.6K ﹤0.01% 1439

Other funds holding SAP

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Belpointe Asset Management's SAP Position: Q2 2023 in Review

Belpointe Asset Management sold out of SAP (SAP) in Q2 2023, closing a stake of 1,354 shares — an estimated $171K sold.

Belpointe Asset Management first reported a position in SAP in Q4 2022 and held it in 2 quarters. The position peaked at $171K in Q1 2023. 569 funds tracked by Wall St. Rank hold SAP as of Q2 2023.

  • Belpointe Asset Management reported no remaining SAP position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 1,354 SAP shares in Q2 2023, an estimated $171K.
  • Belpointe Asset Management first reported a position in SAP in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's SAP position peaked at $171K in Q1 2023.
  • 569 funds tracked by Wall St. Rank held SAP as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.