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First Personal Financial Services’s SAP SAP Stock Holding History

First Personal Financial Services’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
2022
Q3 		– Sell
-154
Closed -$14K – 439
2022
Q2 		$14K Hold
154
– – ﹤0.01% 258
2022
Q1 		$17K Hold
154
– – ﹤0.01% 262
2021
Q4 		$22K Hold
154
– – ﹤0.01% 244
2021
Q3 		$21K Hold
154
– – 0.01% 246
2021
Q2 		$22K Hold
154
– – 0.01% 247
2021
Q1 		$19K Hold
154
– – 0.01% 247
2020
Q4 		$20K Buy
+154
New +$19.9K 0.01% 241
2019
Q3 		– Sell
-244
Closed -$33K – 716
2019
Q2 		$33K Buy
244
+69
+39% +$8.59K 0.01% 345
2019
Q1 		$20K Hold
175
– – 0.01% 403
2018
Q4 		$17K Buy
175
+44
+34% +$4.68K 0.01% 398
2018
Q3 		$16K Sell
131
-42
-24% -$4.98K 0.01% 436
2018
Q2 		$20K Sell
173
-51
-23% -$5.76K 0.01% 398
2018
Q1 		$23K Buy
224
+184
+460% +$19.9K 0.01% 605
2017
Q4 		$4K Hold
40
– – ﹤0.01% 929
2017
Q3 		$4K Hold
40
– – ﹤0.01% 794
2017
Q2 		$4K Hold
40
– – ﹤0.01% 810
2017
Q1 		$4K Hold
40
– – ﹤0.01% 812
2016
Q4 		$3K Buy
+40
New +$3.44K ﹤0.01% 871
2015
Q4 		– Sell
-49
Closed -$4K – 478
2015
Q3 		$4K Hold
49
– – ﹤0.01% 346
2015
Q2 		$4K Hold
49
– – ﹤0.01% 342
2015
Q1 		$4K Hold
49
– – ﹤0.01% 352
2014
Q4 		$3K Buy
+49
New +$3.37K ﹤0.01% 340

Other funds holding SAP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

First Personal Financial Services's SAP Position: Q3 2022 in Review

First Personal Financial Services sold out of SAP (SAP) in Q3 2022, closing a stake of 154 shares — an estimated $14K sold.

First Personal Financial Services first reported a position in SAP in Q4 2014 and held it in 22 quarters. The position peaked at $33K in Q2 2019. 450 funds tracked by Wall St. Rank hold SAP as of Q3 2022.

  • First Personal Financial Services reported no remaining SAP position as of Q3 2022 after selling out during the quarter.
  • First Personal Financial Services sold 154 SAP shares in Q3 2022, an estimated $14K.
  • First Personal Financial Services first reported a position in SAP in Q4 2014 and held it in 22 quarters.
  • First Personal Financial Services's SAP position peaked at $33K in Q2 2019.
  • 450 funds tracked by Wall St. Rank held SAP as of Q3 2022.

Based on First Personal Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.