Defined Wealth Management’s SAP SAP Stock Holding History

Defined 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
2021 Q1	–	Sell	-350	Closed	-$46K	–	174
2020 Q4	$46K	Buy	+350	New	+$45.2K	0.05%	141

Other funds holding SAP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Defined Wealth Management's SAP Position: Q1 2021 in Review

Defined Wealth Management sold out of SAP (SAP) in Q1 2021, closing a stake of 350 shares — an estimated $46K sold.

Defined Wealth Management first reported a position in SAP in Q4 2020 and held it in 1 quarter. The position peaked at $46K in Q4 2020. 503 funds tracked by Wall St. Rank hold SAP as of Q1 2021.

Defined Wealth Management reported no remaining SAP position as of Q1 2021 after selling out during the quarter.
Defined Wealth Management sold 350 SAP shares in Q1 2021, an estimated $46K.
Defined Wealth Management first reported a position in SAP in Q4 2020 and held it in 1 quarter.
Defined Wealth Management's SAP position peaked at $46K in Q4 2020.
503 funds tracked by Wall St. Rank held SAP as of Q1 2021.

Based on Defined Wealth Management's 13F filing for Q1 2021, filed 18 May 2021.