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Institutional & Family Asset Management’s SAP SAP Stock Holding History

Institutional & Family Asset 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
Q2 		$10.9K Hold
54
– – ﹤0.01% 407
2024
Q1 		$10.5K Sell
54
-12
-18% -$2.13K ﹤0.01% 406
2023
Q4 		$10.2K Sell
66
-9
-12% -$1.3K ﹤0.01% 390
2023
Q3 		$9.7K Sell
75
-3
-4% -$408 ﹤0.01% 382
2023
Q2 		$10.7K Hold
78
– – ﹤0.01% 379
2023
Q1 		$9.87K Hold
78
– – ﹤0.01% 382
2022
Q4 		$8.05K Buy
78
+21
+37% +$2.1K ﹤0.01% 399
2022
Q3 		$5K Hold
57
– – ﹤0.01% 492
2022
Q2 		$5K Buy
+57
New +$5.7K ﹤0.01% 498
2020
Q4 		– Sell
-21
Closed -$3K – 919
2020
Q3 		$3K Hold
21
– – ﹤0.01% 658
2020
Q2 		$3K Sell
21
-7
-25% -$863 ﹤0.01% 656
2020
Q1 		$3K Sell
28
-3
-10% -$378 ﹤0.01% 600
2019
Q4 		$4K Buy
31
+5
+19% +$657 ﹤0.01% 630
2019
Q3 		$3K Sell
26
-21
-45% -$2.6K ﹤0.01% 643
2019
Q2 		$6K Sell
47
-5
-10% -$622 ﹤0.01% 566
2019
Q1 		$6K Hold
52
– – ﹤0.01% 583
2018
Q4 		$5K Sell
52
-6
-10% -$638 ﹤0.01% 591
2018
Q3 		$7K Sell
58
-4
-6% -$475 ﹤0.01% 579
2018
Q2 		$7K Sell
62
-35
-36% -$3.95K ﹤0.01% 577
2018
Q1 		$10K Buy
+97
New +$10.5K ﹤0.01% 510

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
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Institutional & Family Asset Management's SAP Position: Q2 2024 in Review

Institutional & Family Asset Management held its SAP (SAP) position steady in Q2 2024 at 54 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #407.

Institutional & Family Asset Management first reported a position in SAP in Q1 2018 and has held it in 20 quarters since. 743 funds tracked by Wall St. Rank hold SAP as of Q2 2024.

  • Institutional & Family Asset Management held 54 shares of SAP worth $10.9K as of Q2 2024.
  • Institutional & Family Asset Management left its SAP share count unchanged in Q2 2024.
  • SAP made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #407 holding.
  • Institutional & Family Asset Management first reported a position in SAP in Q1 2018 and has held it in 20 quarters since.
  • 743 funds tracked by Wall St. Rank held SAP as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.