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DFPG Investments’s SAP SAP Stock Holding History

DFPG Investments’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
2023
Q4 		$1.45M Buy
9,686
+1,264
+15% +$183K 0.11% 177
2023
Q3 		$1.2M Buy
8,422
+2,954
+54% +$402K 0.11% 178
2023
Q2 		$782K Buy
5,468
+1,088
+25% +$144K 0.07% 278
2023
Q1 		$554K Buy
4,380
+1,458
+50% +$171K 0.06% 322
2022
Q4 		$336K Buy
+2,922
New +$293K 0.06% 329

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
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
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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

DFPG Investments's SAP Position: Q4 2023 in Review

DFPG Investments increased its SAP (SAP) stake by 15% in Q4 2023, buying an estimated $183K and bringing the position to 9,686 shares worth $1.45M. The position accounts for 0.11% of the portfolio, ranked #177.

DFPG Investments first reported a position in SAP in Q4 2022 and has held it in 5 quarters since. 644 funds tracked by Wall St. Rank hold SAP as of Q4 2023.

  • DFPG Investments held 9,686 shares of SAP worth $1.45M as of Q4 2023.
  • DFPG Investments bought 1,264 SAP shares in Q4 2023, an estimated $183K.
  • SAP made up 0.11% of DFPG Investments's portfolio in Q4 2023, its #177 holding.
  • DFPG Investments first reported a position in SAP in Q4 2022 and has held it in 5 quarters since.
  • 644 funds tracked by Wall St. Rank held SAP as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.