George Kaiser Family Foundation’s SAP SAP Stock Holding History

George Kaiser Family Foundation’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 Q4	–	Sell	-5,562	Closed	-$452K	–	45
2022 Q3	$452K	Buy	+5,562	New	+$491K	0.08%	43
2021 Q4	–	Sell	-10,660	Closed	-$1.44M	–	45
2021 Q3	$1.44M	Sell	10,660 -804	-7%	-$117K	0.24%	39
2021 Q2	$1.61M	Hold	11,464	–	–	0.26%	34
2021 Q1	$1.41M	Buy	11,464 +1,566	+16%	+$198K	0.29%	37
2020 Q4	$1.29M	Buy	9,898 +2,905	+42%	+$375K	0.34%	34
2020 Q3	$1.09M	Sell	6,993 -4,741	-40%	-$753K	0.38%	34
2020 Q2	$1.64M	Buy	11,734 +2,780	+31%	+$343K	0.72%	16
2020 Q1	$989K	Hold	8,954	–	–	0.54%	21
2019 Q4	$1.2M	Hold	8,954	–	–	0.37%	21
2019 Q3	$1.05M	Buy	+8,954	New	+$1.11M	0.37%	21

Other funds holding SAP

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WPL

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

George Kaiser Family Foundation's SAP Position: Q4 2022 in Review

George Kaiser Family Foundation sold out of SAP (SAP) in Q4 2022, closing a stake of 5,562 shares — an estimated $452K sold.

George Kaiser Family Foundation first reported a position in SAP in Q3 2019 and held it in 10 quarters. The position peaked at $1.64M in Q2 2020. 492 funds tracked by Wall St. Rank hold SAP as of Q4 2022.

George Kaiser Family Foundation reported no remaining SAP position as of Q4 2022 after selling out during the quarter.
George Kaiser Family Foundation sold 5,562 SAP shares in Q4 2022, an estimated $452K.
George Kaiser Family Foundation first reported a position in SAP in Q3 2019 and held it in 10 quarters.
George Kaiser Family Foundation's SAP position peaked at $1.64M in Q2 2020.
492 funds tracked by Wall St. Rank held SAP as of Q4 2022.

Based on George Kaiser Family Foundation's 13F filing for Q4 2022, filed 13 Feb 2023.