Halpern Financial’s SAP SAP Stock Holding History

Halpern Financial’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
2021 Q3	–	Sell	-46	Closed	-$6.46K	–	279
2021 Q2	$6.46K	Hold	46	–	–	﹤0.01%	169
2021 Q1	$5.65K	Buy	+46	New	+$5.83K	﹤0.01%	173

Other funds holding SAP

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

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

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

WPL

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Halpern Financial's SAP Position: Q3 2021 in Review

Halpern Financial sold out of SAP (SAP) in Q3 2021, closing a stake of 46 shares — an estimated $6.46K sold.

Halpern Financial first reported a position in SAP in Q1 2021 and held it in 2 quarters. The position peaked at $6.46K in Q2 2021. 521 funds tracked by Wall St. Rank hold SAP as of Q3 2021.

Halpern Financial reported no remaining SAP position as of Q3 2021 after selling out during the quarter.
Halpern Financial sold 46 SAP shares in Q3 2021, an estimated $6.46K.
Halpern Financial first reported a position in SAP in Q1 2021 and held it in 2 quarters.
Halpern Financial's SAP position peaked at $6.46K in Q2 2021.
521 funds tracked by Wall St. Rank held SAP as of Q3 2021.

Based on Halpern Financial's 13F filing for Q3 2021, filed 21 Sep 2023.