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Lake Street Advisors Group’s SAP SAP Stock Holding History

Lake Street Advisors Group’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 		$2.03M Buy
8,259
+183
+2% +$43.5K 0.09% 133
2024
Q3 		$1.85M Sell
8,076
-170
-2% -$36.1K 0.09% 134
2024
Q2 		$1.66M Sell
8,246
-291
-3% -$54.9K 0.08% 154
2024
Q1 		$1.67M Sell
8,537
-495
-5% -$87.9K 0.08% 160
2023
Q4 		$1.4M Buy
+9,032
New +$1.31M 0.07% 182
2021
Q4 		– Sell
-11,219
Closed -$1.51M – 291
2021
Q3 		$1.51M Buy
11,219
+6,648
+145% +$965K 0.16% 99
2021
Q2 		$675K Buy
4,571
+225
+5% +$31.3K 0.05% 139
2021
Q1 		$534K Buy
4,346
+80
+2% +$10.1K 0.04% 154
2020
Q4 		$556K Sell
4,266
-151
-3% -$19.5K 0.05% 144
2020
Q3 		$688K Buy
4,417
+72
+2% +$11.4K 0.06% 117
2020
Q2 		$608K Buy
4,345
+1,205
+38% +$149K 0.06% 120
2020
Q1 		$347K Buy
3,140
+621
+25% +$78.3K 0.04% 150
2019
Q4 		$338K Buy
2,519
+126
+5% +$16.6K 0.03% 162
2019
Q3 		$282K Buy
2,393
+159
+7% +$19.7K 0.03% 162
2019
Q2 		$306K Buy
2,234
+156
+8% +$19.4K 0.03% 152
2019
Q1 		$240K Sell
2,078
-15
-0.7% -$1.6K 0.03% 185
2018
Q4 		$208K Buy
2,093
+175
+9% +$18.6K 0.03% 182
2018
Q3 		$236K Sell
1,918
-2,016
-51% -$239K 0.03% 173
2018
Q2 		$455K Sell
3,934
-401
-9% -$45.3K 0.05% 164
2018
Q1 		$456K Sell
4,335
-623
-13% -$67.3K 0.05% 145
2017
Q4 		$557K Buy
+4,958
New +$561K 0.06% 123

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 $336B AUM 34.66% 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 $115B AUM 41.58% 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

Lake Street Advisors Group's SAP Position: Q4 2024 in Review

Lake Street Advisors Group increased its SAP (SAP) stake by 2.3% in Q4 2024, buying an estimated $43.5K and bringing the position to 8,259 shares worth $2.03M. The position accounts for 0.09% of the portfolio, ranked #133.

Lake Street Advisors Group first reported a position in SAP in Q4 2017 and has held it in 21 quarters since. 857 funds tracked by Wall St. Rank hold SAP as of Q4 2024.

  • Lake Street Advisors Group held 8,259 shares of SAP worth $2.03M as of Q4 2024.
  • Lake Street Advisors Group bought 183 SAP shares in Q4 2024, an estimated $43.5K.
  • SAP made up 0.09% of Lake Street Advisors Group's portfolio in Q4 2024, its #133 holding.
  • Lake Street Advisors Group first reported a position in SAP in Q4 2017 and has held it in 21 quarters since.
  • 857 funds tracked by Wall St. Rank held SAP as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.