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	–	Sell	-1,756	Closed	-$222K	–	399
2023 Q1	$222K	Buy	+1,756	New	+$206K	0.02%	419

Other funds holding SAP

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

M Holdings Securities's SAP Position: Q3 2022 in Review

M Holdings Securities sold out of SAP (SAP) in Q3 2022, closing a stake of 2,307 shares — an estimated $209K sold.

M Holdings Securities first reported a position in SAP in Q3 2014 and held it in 5 quarters. The position peaked at $292K in Q1 2021. 452 funds tracked by Wall St. Rank hold SAP as of Q3 2022.

M Holdings Securities reported no remaining SAP position as of Q3 2022 after selling out during the quarter.
M Holdings Securities sold 2,307 SAP shares in Q3 2022, an estimated $209K.
M Holdings Securities first reported a position in SAP in Q3 2014 and held it in 5 quarters.
M Holdings Securities's SAP position peaked at $292K in Q1 2021.
452 funds tracked by Wall St. Rank held SAP as of Q3 2022.

Based on M Holdings Securities's 13F filing for Q3 2022, filed 17 Nov 2022.