CX Institutional’s SAP SAP Stock Holding History

CX Institutional’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 Q3	$4K	Sell	17 -19	-53%	-$3.69K	﹤0.01%	1484
2026 Q2	$6K	Sell	36 -664	-95%	-$113K	﹤0.01%	1360
2026 Q1	$120K	Sell	700 -26	-4%	-$5.37K	﹤0.01%	824
2025 Q4	$176K	Sell	726 -1,235	-63%	-$315K	0.01%	746
2025 Q3	$524K	Buy	1,961 +38	+2%	+$10.7K	0.02%	421
2025 Q2	$585K	Hold	1,923	–	–	0.02%	339
2025 Q1	$516K	Hold	1,923	–	–	0.02%	350
2024 Q4	$473K	Buy	1,923 +11	+0.6%	+$2.62K	0.02%	350
2024 Q3	$438K	Buy	1,912 +12	+0.6%	+$2.55K	0.02%	386
2024 Q2	$383K	Hold	1,900	–	–	0.02%	407
2024 Q1	$371K	Sell	1,900 -142	-7%	-$25.2K	0.02%	410
2023 Q4	$316K	Buy	2,042 +2	+0.1%	+$289	0.02%	392
2023 Q3	$264K	Sell	2,040 -7	-0.3%	-$953	0.01%	424
2023 Q2	$280K	Buy	2,047 +7	+0.3%	+$926	0.01%	442
2023 Q1	$258K	Buy	+2,040	New	+$239K	0.01%	431
2022 Q3	–	Sell	-1,900	Closed	-$172K	–	1010
2022 Q2	$172K	Hold	1,900	–	–	0.01%	457
2022 Q1	$211K	Hold	1,900	–	–	0.02%	351
2021 Q4	$266K	Hold	1,900	–	–	0.02%	299
2021 Q3	$257K	Hold	1,900	–	–	0.02%	332
2021 Q2	$267K	Hold	1,900	–	–	0.02%	311
2021 Q1	$233K	Hold	1,900	–	–	0.02%	291
2020 Q4	$248K	Hold	1,900	–	–	0.02%	278
2020 Q3	$296K	Hold	1,900	–	–	0.03%	236
2020 Q2	$266K	Hold	1,900	–	–	0.04%	227
2020 Q1	$210K	Hold	1,900	–	–	0.03%	228
2019 Q4	$255K	Hold	1,900	–	–	0.04%	183
2019 Q3	$224K	Hold	1,900	–	–	0.04%	203
2019 Q2	$260K	Hold	1,900	–	–	0.04%	204
2019 Q1	$219K	Hold	1,900	–	–	0.04%	205
2018 Q4	$189K	Buy	+1,900	New	+$202K	0.04%	170

Other funds holding SAP

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Value Partners Investments Winnipeg, Manitoba, Canada $1.44B AUM 16.68% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

CX Institutional's SAP Position: Q3 2026 in Review

CX Institutional reduced its SAP (SAP) stake by 53% in Q3 2026, selling an estimated $3.69K and leaving 17 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1484.

CX Institutional first reported a position in SAP in Q4 2018 and has held it in 30 quarters since. The position peaked at $585K in Q2 2025. 223 funds tracked by Wall St. Rank hold SAP as of Q3 2026.

CX Institutional held 17 shares of SAP worth $4K as of Q3 2026.
CX Institutional sold 19 SAP shares in Q3 2026, an estimated $3.69K.
SAP made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1484 holding.
CX Institutional first reported a position in SAP in Q4 2018 and has held it in 30 quarters since.
CX Institutional's SAP position peaked at $585K in Q2 2025.
223 funds tracked by Wall St. Rank held SAP as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.