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Householder Group Estate & Retirement Specialist’s SAP SAP Stock Holding History

Householder Group Estate & Retirement Specialist’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 		$95K Hold
389
– – 0.07% 158
2024
Q3 		$89K Hold
389
– – 0.03% 385
2024
Q2 		$78K Hold
389
– – 0.02% 399
2024
Q1 		$75.9K Hold
389
– – 0.02% 398
2023
Q4 		$60K Hold
389
– – 0.02% 431
2023
Q3 		$50.3K Buy
+389
New +$52.9K 0.02% 445
2023
Q1 		$49K Buy
+389
New +$45.6K 0.02% 451
2022
Q4 		– Sell
-389
Closed -$31K – 961
2022
Q3 		$31K Buy
+389
New +$34.4K 0.01% 494

Other funds holding SAP

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's SAP Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist held its SAP (SAP) position steady in Q4 2024 at 389 shares worth $95K. The position accounts for 0.07% of the portfolio, ranked #158.

Householder Group Estate & Retirement Specialist first reported a position in SAP in Q3 2022 and has held it in 8 quarters since. 857 funds tracked by Wall St. Rank hold SAP as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 389 shares of SAP worth $95K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist left its SAP share count unchanged in Q4 2024.
  • SAP made up 0.07% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #158 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in SAP in Q3 2022 and has held it in 8 quarters since.
  • 857 funds tracked by Wall St. Rank held SAP as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.