DI
SAP icon

Disciplined Investments’s SAP SAP Stock Holding History

Disciplined 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
Q3 		– Sell
-75
Closed -$10.3K – 1271
2023
Q2 		$10.3K Hold
75
– – 0.01% 323
2023
Q1 		$9.49K Hold
75
– – ﹤0.01% 353
2022
Q4 		$7.74K Hold
75
– – ﹤0.01% 345
2022
Q3 		$6K Hold
75
– – ﹤0.01% 418
2022
Q2 		$7K Hold
75
– – ﹤0.01% 408
2022
Q1 		$8K Hold
75
– – ﹤0.01% 400
2021
Q4 		$11K Hold
75
– – ﹤0.01% 347
2021
Q3 		$10K Hold
75
– – ﹤0.01% 311
2021
Q2 		$11K Hold
75
– – 0.01% 300
2021
Q1 		$9K Hold
75
– – 0.01% 267
2020
Q4 		$10K Hold
75
– – 0.01% 228
2020
Q3 		$12K Hold
75
– – 0.01% 248
2020
Q2 		$11K Hold
75
– – 0.01% 264
2020
Q1 		$8K Hold
75
– – 0.01% 288
2019
Q4 		$10K Buy
+75
New +$9.86K 0.01% 294

Other funds holding SAP

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Disciplined Investments's SAP Position: Q3 2023 in Review

Disciplined Investments sold out of SAP (SAP) in Q3 2023, closing a stake of 75 shares — an estimated $10.3K sold.

Disciplined Investments first reported a position in SAP in Q4 2019 and held it in 15 quarters. The position peaked at $12K in Q3 2020. 583 funds tracked by Wall St. Rank hold SAP as of Q3 2023.

  • Disciplined Investments reported no remaining SAP position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 75 SAP shares in Q3 2023, an estimated $10.3K.
  • Disciplined Investments first reported a position in SAP in Q4 2019 and held it in 15 quarters.
  • Disciplined Investments's SAP position peaked at $12K in Q3 2020.
  • 583 funds tracked by Wall St. Rank held SAP as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.