Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-951
Closed -$289K 219
2025
Q2
$289K Buy
+951
New +$273K 0.04% 170

Other funds holding SAP

JGP Wealth Management's SAP Position: Q3 2025 in Review

JGP Wealth Management sold out of SAP (SAP) in Q3 2025, closing a stake of 951 shares — an estimated $289K sold.

JGP Wealth Management first reported a position in SAP in Q2 2025 and held it in 1 quarter. The position peaked at $289K in Q2 2025. 928 funds tracked by Wall St. Rank hold SAP as of Q3 2025.

  • JGP Wealth Management reported no remaining SAP position as of Q3 2025 after selling out during the quarter.
  • JGP Wealth Management sold 951 SAP shares in Q3 2025, an estimated $289K.
  • JGP Wealth Management first reported a position in SAP in Q2 2025 and held it in 1 quarter.
  • JGP Wealth Management's SAP position peaked at $289K in Q2 2025.
  • 928 funds tracked by Wall St. Rank held SAP as of Q3 2025.

Based on JGP Wealth Management's 13F filing for Q3 2025, filed 15 Oct 2025.