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Daymark Wealth Partners’s SAP SAP Stock Holding History

Daymark Wealth Partners’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 		– Sell
-1,378
Closed -$316K – 520
2024
Q3 		$316K Buy
1,378
+8
+0.6% +$1.7K 0.01% 413
2024
Q2 		$276K Buy
1,370
+118
+9% +$22.3K 0.01% 410
2024
Q1 		$244K Sell
1,252
-72
-5% -$12.8K 0.01% 382
2023
Q4 		$205K Buy
+1,324
New +$191K 0.01% 383

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

Daymark Wealth Partners's SAP Position: Q4 2024 in Review

Daymark Wealth Partners sold out of SAP (SAP) in Q4 2024, closing a stake of 1,378 shares — an estimated $316K sold.

Daymark Wealth Partners first reported a position in SAP in Q4 2023 and held it in 4 quarters. The position peaked at $316K in Q3 2024. 856 funds tracked by Wall St. Rank hold SAP as of Q4 2024.

  • Daymark Wealth Partners reported no remaining SAP position as of Q4 2024 after selling out during the quarter.
  • Daymark Wealth Partners sold 1,378 SAP shares in Q4 2024, an estimated $316K.
  • Daymark Wealth Partners first reported a position in SAP in Q4 2023 and held it in 4 quarters.
  • Daymark Wealth Partners's SAP position peaked at $316K in Q3 2024.
  • 856 funds tracked by Wall St. Rank held SAP as of Q4 2024.

Based on Daymark Wealth Partners's 13F filing for Q4 2024, filed 17 Jan 2025.