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Evermay Wealth Management’s SAP SAP Stock Holding History

Evermay 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
2024
Q4 		– Sell
-10
Closed -$2.29K – 607
2024
Q3 		$2.29K Hold
10
– – ﹤0.01% 538
2024
Q2 		$2.02K Hold
10
– – ﹤0.01% 544
2024
Q1 		$1.95K Hold
10
– – ﹤0.01% 542
2023
Q4 		$1.55K Hold
10
– – ﹤0.01% 533
2023
Q3 		$1.29K Hold
10
– – ﹤0.01% 517
2023
Q2 		$1.37K Hold
10
– – ﹤0.01% 511
2023
Q1 		$1.27K Buy
+10
New +$1.17K ﹤0.01% 496

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
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
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Evermay Wealth Management's SAP Position: Q4 2024 in Review

Evermay Wealth Management sold out of SAP (SAP) in Q4 2024, closing a stake of 10 shares — an estimated $2.29K sold.

Evermay Wealth Management first reported a position in SAP in Q1 2023 and held it in 7 quarters. The position peaked at $2.29K in Q3 2024. 858 funds tracked by Wall St. Rank hold SAP as of Q4 2024.

  • Evermay Wealth Management reported no remaining SAP position as of Q4 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 10 SAP shares in Q4 2024, an estimated $2.29K.
  • Evermay Wealth Management first reported a position in SAP in Q1 2023 and held it in 7 quarters.
  • Evermay Wealth Management's SAP position peaked at $2.29K in Q3 2024.
  • 858 funds tracked by Wall St. Rank held SAP as of Q4 2024.

Based on Evermay Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.