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Bison Wealth’s SAP SAP Stock Holding History

Bison Wealth’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
2024
Q4 		– Sell
-8,740
Closed -$2M – 405
2024
Q3 		$2M Buy
8,740
+490
+6% +$104K 0.32% 81
2024
Q2 		$1.61M Hold
8,250
– – 0.26% 95
2024
Q1 		$1.61M Sell
8,250
-55
-0.7% -$9.77K 0.26% 95
2023
Q4 		$1.28M Buy
8,305
+1,807
+28% +$261K 0.23% 110
2023
Q3 		$840K Buy
+6,498
New +$884K 0.16% 140

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
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
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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bison Wealth's SAP Position: Q4 2024 in Review

Bison Wealth sold out of SAP (SAP) in Q4 2024, closing a stake of 8,740 shares — an estimated $2M sold.

Bison Wealth first reported a position in SAP in Q3 2023 and held it in 5 quarters. The position peaked at $2M in Q3 2024. 857 funds tracked by Wall St. Rank hold SAP as of Q4 2024.

  • Bison Wealth reported no remaining SAP position as of Q4 2024 after selling out during the quarter.
  • Bison Wealth sold 8,740 SAP shares in Q4 2024, an estimated $2M.
  • Bison Wealth first reported a position in SAP in Q3 2023 and held it in 5 quarters.
  • Bison Wealth's SAP position peaked at $2M in Q3 2024.
  • 857 funds tracked by Wall St. Rank held SAP as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.