Lumature Wealth Partners’s SAP SAP Stock Holding History

Lumature Wealth Partners’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
2023 Q2	$21.8K	Buy	160 +2	+1%	+$264	0.01%	279
2023 Q1	$20K	Sell	158 -44	-22%	-$5.16K	0.01%	276
2022 Q4	$20.9K	Sell	202 -7	-3%	-$701	0.01%	268
2022 Q3	$17K	Sell	209 -5	-2%	-$442	0.01%	293
2022 Q2	$19K	Sell	214 -750	-78%	-$74.9K	0.01%	293
2022 Q1	$107K	Buy	964 +64	+7%	+$7.78K	0.04%	211
2021 Q4	$126K	Hold	900	–	–	0.05%	162
2021 Q3	$122K	Hold	900	–	–	0.05%	167
2021 Q2	$126K	Buy	900 +196	+28%	+$27.3K	0.05%	166
2021 Q1	$86K	Buy	+704	New	+$89.2K	0.05%	176

Other funds holding SAP

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lumature Wealth Partners's SAP Position: Q2 2023 in Review

Lumature Wealth Partners increased its SAP (SAP) stake by 1.3% in Q2 2023, buying an estimated $264 and bringing the position to 160 shares worth $21.8K. The position accounts for 0.01% of the portfolio, ranked #279.

Lumature Wealth Partners first reported a position in SAP in Q1 2021 and has held it in 10 quarters since. The position peaked at $126K in Q4 2021. 569 funds tracked by Wall St. Rank hold SAP as of Q2 2023.

Lumature Wealth Partners held 160 shares of SAP worth $21.8K as of Q2 2023.
Lumature Wealth Partners bought 2 SAP shares in Q2 2023, an estimated $264.
SAP made up 0.01% of Lumature Wealth Partners's portfolio in Q2 2023, its #279 holding.
Lumature Wealth Partners first reported a position in SAP in Q1 2021 and has held it in 10 quarters since.
Lumature Wealth Partners's SAP position peaked at $126K in Q4 2021.
569 funds tracked by Wall St. Rank held SAP as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.