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Keudell/Morrison Wealth Management’s SAP SAP Stock Holding History

Keudell/Morrison Wealth 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
2025
Q1 		– Sell
-855
Closed -$211K – 232
2024
Q4 		$211K Sell
855
-35
-4% -$8.33K 0.05% 203
2024
Q3 		$204K Sell
890
-110
-11% -$23.4K 0.06% 210
2024
Q2 		$202K Sell
1,000
-51
-5% -$9.63K 0.06% 199
2024
Q1 		$205K Buy
+1,051
New +$187K 0.06% 197

Other funds holding SAP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Keudell/Morrison Wealth Management's SAP Position: Q1 2025 in Review

Keudell/Morrison Wealth Management sold out of SAP (SAP) in Q1 2025, closing a stake of 855 shares — an estimated $211K sold.

Keudell/Morrison Wealth Management first reported a position in SAP in Q1 2024 and held it in 4 quarters. The position peaked at $211K in Q4 2024. 889 funds tracked by Wall St. Rank hold SAP as of Q1 2025.

  • Keudell/Morrison Wealth Management reported no remaining SAP position as of Q1 2025 after selling out during the quarter.
  • Keudell/Morrison Wealth Management sold 855 SAP shares in Q1 2025, an estimated $211K.
  • Keudell/Morrison Wealth Management first reported a position in SAP in Q1 2024 and held it in 4 quarters.
  • Keudell/Morrison Wealth Management's SAP position peaked at $211K in Q4 2024.
  • 889 funds tracked by Wall St. Rank held SAP as of Q1 2025.

Based on Keudell/Morrison Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.