LWM
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Liberty Wealth Management’s SAP SAP Stock Holding History

Liberty 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
2021
Q4 		– Sell
-708
Closed -$98K – 907
2021
Q3 		$98K Buy
708
+390
+123% +$56.6K 0.04% 294
2021
Q2 		$45K Buy
318
+94
+42% +$13.1K 0.02% 344
2021
Q1 		$29K Hold
224
– – 0.01% 391
2020
Q4 		$29K Sell
224
-8
-3% -$1.03K 0.01% 388
2020
Q3 		$36K Sell
232
-44
-16% -$6.99K 0.02% 289
2020
Q2 		$39K Buy
276
+18
+7% +$2.22K 0.03% 257
2020
Q1 		$29K Sell
258
-70
-21% -$8.83K 0.03% 295
2019
Q4 		$44K Buy
328
+24
+8% +$3.15K 0.03% 271
2019
Q3 		$36K Sell
304
-9
-3% -$1.11K 0.03% 295
2019
Q2 		$43K Sell
313
-60
-16% -$7.47K 0.04% 272
2019
Q1 		$43K Sell
373
-46
-11% -$4.89K 0.03% 218
2018
Q4 		$41K Buy
+419
New +$44.6K 0.03% 212

Other funds holding SAP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Liberty Wealth Management's SAP Position: Q4 2021 in Review

Liberty Wealth Management sold out of SAP (SAP) in Q4 2021, closing a stake of 708 shares — an estimated $98K sold.

Liberty Wealth Management first reported a position in SAP in Q4 2018 and held it in 12 quarters. The position peaked at $98K in Q3 2021. 534 funds tracked by Wall St. Rank hold SAP as of Q4 2021.

  • Liberty Wealth Management reported no remaining SAP position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 708 SAP shares in Q4 2021, an estimated $98K.
  • Liberty Wealth Management first reported a position in SAP in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's SAP position peaked at $98K in Q3 2021.
  • 534 funds tracked by Wall St. Rank held SAP as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.