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Bourgeon Capital Management’s SAP SAP Stock Holding History

Bourgeon Capital 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
2024
Q1 		– Sell
-27
Closed -$4.17K – 319
2023
Q4 		$4.17K Buy
27
+7
+35% +$1.01K ﹤0.01% 278
2023
Q3 		$2.59K Buy
+20
New +$2.72K ﹤0.01% 280
2022
Q4 		– Sell
-33
Closed -$3K – 456
2022
Q3 		$3K Buy
+33
New +$2.91K ﹤0.01% 293

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
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bourgeon Capital Management's SAP Position: Q1 2024 in Review

Bourgeon Capital Management sold out of SAP (SAP) in Q1 2024, closing a stake of 27 shares — an estimated $4.17K sold.

Bourgeon Capital Management first reported a position in SAP in Q3 2022 and held it in 3 quarters. The position peaked at $4.17K in Q4 2023. 705 funds tracked by Wall St. Rank hold SAP as of Q1 2024.

  • Bourgeon Capital Management reported no remaining SAP position as of Q1 2024 after selling out during the quarter.
  • Bourgeon Capital Management sold 27 SAP shares in Q1 2024, an estimated $4.17K.
  • Bourgeon Capital Management first reported a position in SAP in Q3 2022 and held it in 3 quarters.
  • Bourgeon Capital Management's SAP position peaked at $4.17K in Q4 2023.
  • 705 funds tracked by Wall St. Rank held SAP as of Q1 2024.

Based on Bourgeon Capital Management's 13F filing for Q1 2024, filed 19 Apr 2024.