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Blue Bell Private Wealth Management’s SAP SAP Stock Holding History

Blue Bell Private 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
2022
Q3 		– Sell
-44
Closed -$4K – 818
2022
Q2 		$4K Hold
44
– – ﹤0.01% 563
2022
Q1 		$5K Hold
44
– – ﹤0.01% 559
2021
Q4 		$6K Buy
+44
New +$6.14K ﹤0.01% 507

Other funds holding SAP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Blue Bell Private Wealth Management's SAP Position: Q3 2022 in Review

Blue Bell Private Wealth Management sold out of SAP (SAP) in Q3 2022, closing a stake of 44 shares — an estimated $4K sold.

Blue Bell Private Wealth Management first reported a position in SAP in Q4 2021 and held it in 3 quarters. The position peaked at $6K in Q4 2021. 451 funds tracked by Wall St. Rank hold SAP as of Q3 2022.

  • Blue Bell Private Wealth Management reported no remaining SAP position as of Q3 2022 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 44 SAP shares in Q3 2022, an estimated $4K.
  • Blue Bell Private Wealth Management first reported a position in SAP in Q4 2021 and held it in 3 quarters.
  • Blue Bell Private Wealth Management's SAP position peaked at $6K in Q4 2021.
  • 451 funds tracked by Wall St. Rank held SAP as of Q3 2022.

Based on Blue Bell Private Wealth Management's 13F filing for Q3 2022, filed 9 Nov 2022.