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SAP icon

Bollard Group’s SAP SAP Stock Holding History

Bollard Group’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 		– Sell
-206
Closed -$27K – 349
2023
Q3 		$27K Hold
206
– – ﹤0.01% 236
2023
Q2 		$28K Buy
+206
New +$27.2K ﹤0.01% 239
2022
Q2 		– Sell
-723
Closed -$80K – 391
2022
Q1 		$80K Hold
723
– – ﹤0.01% 303
2021
Q4 		$101K Hold
723
– – ﹤0.01% 289
2021
Q3 		$98K Hold
723
– – ﹤0.01% 286
2021
Q2 		$102K Buy
723
+8
+1% +$1.11K ﹤0.01% 285
2021
Q1 		$88K Hold
715
– – ﹤0.01% 290
2020
Q4 		$93K Hold
715
– – ﹤0.01% 278
2020
Q3 		$111K Hold
715
– – ﹤0.01% 237
2020
Q2 		$100K Buy
+715
New +$88.1K ﹤0.01% 251

Other funds holding SAP

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bollard Group's SAP Position: Q4 2023 in Review

Bollard Group sold out of SAP (SAP) in Q4 2023, closing a stake of 206 shares — an estimated $27K sold.

Bollard Group first reported a position in SAP in Q2 2020 and held it in 10 quarters. The position peaked at $111K in Q3 2020. 646 funds tracked by Wall St. Rank hold SAP as of Q4 2023.

  • Bollard Group reported no remaining SAP position as of Q4 2023 after selling out during the quarter.
  • Bollard Group sold 206 SAP shares in Q4 2023, an estimated $27K.
  • Bollard Group first reported a position in SAP in Q2 2020 and held it in 10 quarters.
  • Bollard Group's SAP position peaked at $111K in Q3 2020.
  • 646 funds tracked by Wall St. Rank held SAP as of Q4 2023.

Based on Bollard Group's 13F filing for Q4 2023, filed 13 Feb 2024.