Choreo LLC’s SAP SAP Stock Holding History

Choreo LLC’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
2026 Q2	$1.96M	Sell	12,742 -3,294	-21%	-$562K	0.02%	417
2026 Q1	$2.75M	Sell	16,036 -1,637	-9%	-$338K	0.03%	324
2025 Q4	$4.32M	Sell	17,673 -5,616	-24%	-$1.43M	0.06%	219
2025 Q3	$6.22M	Sell	23,289 -260	-1%	-$73.1K	0.08%	169
2025 Q2	$7.16M	Buy	23,549 +123	+0.5%	+$35.2K	0.1%	141
2025 Q1	$6.29M	Sell	23,426 -885	-4%	-$241K	0.1%	145
2024 Q4	$6.05M	Buy	24,311 +3,566	+17%	+$848K	0.09%	161
2024 Q3	$4.68M	Sell	20,745 -2,541	-11%	-$540K	0.07%	196
2024 Q2	$4.65M	Buy	+23,286	New	+$4.4M	0.08%	172

Other funds holding SAP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Choreo LLC's SAP Position: Q2 2026 in Review

Choreo LLC reduced its SAP (SAP) stake by 21% in Q2 2026, selling an estimated $562K and leaving 12,742 shares worth $1.96M. The position accounts for 0.02% of the portfolio, ranked #417.

Choreo LLC first reported a position in SAP in Q2 2024 and has held it in 9 quarters since. The position peaked at $7.16M in Q2 2025. 814 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

Choreo LLC held 12,742 shares of SAP worth $1.96M as of Q2 2026.
Choreo LLC sold 3,294 SAP shares in Q2 2026, an estimated $562K.
SAP made up 0.02% of Choreo LLC's portfolio in Q2 2026, its #417 holding.
Choreo LLC first reported a position in SAP in Q2 2024 and has held it in 9 quarters since.
Choreo LLC's SAP position peaked at $7.16M in Q2 2025.
814 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.