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Brandywine Oak Private Wealth’s SAP SAP Stock Holding History

Brandywine Oak Private 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
2022
Q1 		– Sell
-1,523
Closed -$213K – 356
2021
Q4 		$213K Sell
1,523
-132
-8% -$18.4K 0.02% 332
2021
Q3 		$219K Buy
1,655
+142
+9% +$20.6K 0.03% 317
2021
Q2 		$212K Sell
1,513
-118
-7% -$16.4K 0.02% 325
2021
Q1 		$200K Sell
1,631
-134
-8% -$17K 0.03% 273
2020
Q4 		$230K Buy
1,765
+58
+3% +$7.49K 0.04% 248
2020
Q3 		$265K Buy
1,707
+18
+1% +$2.86K 0.04% 201
2020
Q2 		$236K Buy
+1,689
New +$208K 0.04% 211
2020
Q1 		– Sell
-1,974
Closed -$264K – 248
2019
Q4 		$264K Sell
1,974
-26
-1% -$3.42K 0.05% 199
2019
Q3 		$235K Buy
2,000
+124
+7% +$15.4K 0.04% 202
2019
Q2 		$256K Sell
1,876
-19
-1% -$2.36K 0.05% 190
2019
Q1 		$218K Sell
1,895
-19
-1% -$2.02K 0.05% 199
2018
Q4 		$190K Buy
+1,914
New +$204K 0.04% 202

Other funds holding SAP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

Brandywine Oak Private Wealth's SAP Position: Q1 2022 in Review

Brandywine Oak Private Wealth sold out of SAP (SAP) in Q1 2022, closing a stake of 1,523 shares — an estimated $213K sold.

Brandywine Oak Private Wealth first reported a position in SAP in Q4 2018 and held it in 12 quarters. The position peaked at $265K in Q3 2020. 507 funds tracked by Wall St. Rank hold SAP as of Q1 2022.

  • Brandywine Oak Private Wealth reported no remaining SAP position as of Q1 2022 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 1,523 SAP shares in Q1 2022, an estimated $213K.
  • Brandywine Oak Private Wealth first reported a position in SAP in Q4 2018 and held it in 12 quarters.
  • Brandywine Oak Private Wealth's SAP position peaked at $265K in Q3 2020.
  • 507 funds tracked by Wall St. Rank held SAP as of Q1 2022.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2022, filed 2 May 2022.