CSWM
SAP icon

Cassady Schiller Wealth Management’s SAP SAP Stock Holding History

Cassady Schiller 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
2024
Q4 		$64.3K Hold
261
– – 0.02% 188
2024
Q3 		$59.8K Hold
261
– – 0.02% 193
2024
Q2 		$52.6K Hold
261
– – 0.02% 195
2024
Q1 		$50.9K Buy
261
+129
+98% +$22.9K 0.02% 212
2023
Q4 		$20.4K Hold
132
– – 0.01% 276
2023
Q3 		$17.1K Hold
132
– – 0.01% 287
2023
Q2 		$18.1K Buy
+132
New +$17.5K 0.01% 290

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

Cassady Schiller Wealth Management's SAP Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its SAP (SAP) position steady in Q4 2024 at 261 shares worth $64.3K. The position accounts for 0.02% of the portfolio, ranked #188.

Cassady Schiller Wealth Management first reported a position in SAP in Q2 2023 and has held it in 7 quarters since. 856 funds tracked by Wall St. Rank hold SAP as of Q4 2024.

  • Cassady Schiller Wealth Management held 261 shares of SAP worth $64.3K as of Q4 2024.
  • Cassady Schiller Wealth Management left its SAP share count unchanged in Q4 2024.
  • SAP made up 0.02% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #188 holding.
  • Cassady Schiller Wealth Management first reported a position in SAP in Q2 2023 and has held it in 7 quarters since.
  • 856 funds tracked by Wall St. Rank held SAP as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.