MHS
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M Holdings Securities’s SAP SAP Stock Holding History

M Holdings Securities’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 		– Hold
0
– – – 480
2023
Q1 		– Hold
0
– – – 567
2022
Q3 		– Sell
-2,307
Closed -$209K – 452
2022
Q2 		$209K Sell
2,307
-77
-3% -$7.69K 0.02% 407
2022
Q1 		$265K Buy
+2,384
New +$290K 0.02% 419
2021
Q2 		– Sell
-2,379
Closed -$292K – 420
2021
Q1 		$292K Buy
+2,379
New +$302K 0.03% 395
2019
Q2 		– Sell
-2,456
Closed -$284K – 308
2019
Q1 		$284K Buy
+2,456
New +$261K 0.07% 286
2014
Q4 		– Sell
-1,301
Closed -$94K – 383
2014
Q3 		$94K Buy
+1,301
New +$101K 0.05% 289

Other funds holding SAP

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ClearBridge Investments
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
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return