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Legacy Wealth Asset Management’s SAP SAP Stock Holding History

Legacy Wealth 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
2026
Q2 		$2.22M Buy
14,432
+92
+0.6% +$15.7K 0.49% 41
2026
Q1 		$2.46M Buy
14,340
+5,011
+54% +$1.03M 0.6% 27
2025
Q4 		$2.27M Buy
9,329
+759
+9% +$193K 0.56% 30
2025
Q3 		$2.29M Buy
8,570
+32
+0.4% +$9K 0.56% 28
2025
Q2 		$2.6M Sell
8,538
-602
-7% -$173K 0.66% 20
2025
Q1 		$2.45M Sell
9,140
-2,237
-20% -$609K 0.68% 22
2024
Q4 		$2.8M Sell
11,377
-325
-3% -$77.3K 0.76% 15
2024
Q3 		$2.68M Sell
11,702
-2,113
-15% -$449K 0.72% 20
2024
Q2 		$2.79M Buy
13,815
+407
+3% +$76.8K 0.79% 17
2024
Q1 		$2.61M Sell
13,408
-439
-3% -$78K 0.73% 20
2023
Q4 		$2.14M Sell
13,847
-2,838
-17% -$410K 0.7% 26
2023
Q3 		$2.16M Sell
16,685
-306
-2% -$41.6K 0.79% 14
2023
Q2 		$2.32M Sell
16,991
-42
-0.2% -$5.55K 0.81% 15
2023
Q1 		$2.16M Sell
17,033
-1,856
-10% -$218K 0.78% 15
2022
Q4 		$1.95M Buy
18,889
+13,921
+280% +$1.39M 0.74% 23
2022
Q3 		$404K Sell
4,968
-27,297
-85% -$2.41M 0.18% 204
2022
Q2 		$2.93M Buy
32,265
+2,714
+9% +$271K 1.19% 8
2022
Q1 		$3.28M Sell
29,551
-2,077
-7% -$253K 1.17% 8
2021
Q4 		$4.43M Buy
31,628
+21,727
+219% +$3.03M 1.5% 3
2021
Q3 		$1.34M Buy
9,901
+150
+2% +$21.8K 0.61% 21
2021
Q2 		$1.37M Sell
9,751
-448
-4% -$62.4K 0.61% 23
2021
Q1 		$1.25M Buy
10,199
+108
+1% +$13.7K 0.58% 25
2020
Q4 		$1.32M Buy
+10,091
New +$1.3M 0.66% 22

Other funds holding SAP

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
FMC
First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return