BerganKDV Wealth Management’s SAP SAP Stock Holding History

BerganKDV 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 Q2	$5.06K	Hold	37	–	–	﹤0.01%	608
2023 Q1	$4.68K	Hold	37	–	–	﹤0.01%	698
2022 Q4	$3.82K	Sell	37 -150	-80%	-$15K	﹤0.01%	709
2022 Q3	$15K	Sell	187 -90	-32%	-$7.95K	﹤0.01%	523
2022 Q2	$25K	Hold	277	–	–	﹤0.01%	472
2022 Q1	$31K	Hold	277	–	–	﹤0.01%	460
2021 Q4	$39K	Sell	277 -375	-58%	-$52.4K	﹤0.01%	460
2021 Q3	$88K	Buy	652 +72	+12%	+$10.5K	0.01%	336
2021 Q2	$81K	Hold	580	–	–	0.01%	332
2021 Q1	$71K	Hold	580	–	–	0.01%	332
2020 Q4	$76K	Buy	580 +18	+3%	+$2.32K	0.01%	309
2020 Q3	$88K	Hold	562	–	–	0.01%	275
2020 Q2	$79K	Sell	562 -36	-6%	-$4.44K	0.01%	296
2020 Q1	$66K	Buy	598 +25	+4%	+$3.15K	0.01%	293
2019 Q4	$77K	Buy	573 +73	+15%	+$9.59K	0.01%	303
2019 Q3	$59K	Hold	500	–	–	0.01%	315
2019 Q2	$68K	Hold	500	–	–	0.01%	302
2019 Q1	$58K	Hold	500	–	–	0.01%	327
2018 Q4	$50K	Hold	500	–	–	0.01%	298
2018 Q3	$62K	Hold	500	–	–	0.01%	297
2018 Q2	$58K	Buy	+500	New	+$56.4K	0.01%	302

Other funds holding SAP

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

BerganKDV Wealth Management's SAP Position: Q2 2023 in Review

BerganKDV Wealth Management held its SAP (SAP) position steady in Q2 2023 at 37 shares worth $5.06K. The position accounts for ﹤0.01% of the portfolio, ranked #608.

BerganKDV Wealth Management first reported a position in SAP in Q2 2018 and has held it in 21 quarters since. The position peaked at $88K in Q3 2021. 569 funds tracked by Wall St. Rank hold SAP as of Q2 2023.

BerganKDV Wealth Management held 37 shares of SAP worth $5.06K as of Q2 2023.
BerganKDV Wealth Management left its SAP share count unchanged in Q2 2023.
SAP made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #608 holding.
BerganKDV Wealth Management first reported a position in SAP in Q2 2018 and has held it in 21 quarters since.
BerganKDV Wealth Management's SAP position peaked at $88K in Q3 2021.
569 funds tracked by Wall St. Rank held SAP as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.