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Marcum Wealth’s SAP SAP Stock Holding History

Marcum Wealth’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
2025
Q1 		$389K Sell
1,448
-554
-28% -$151K 0.03% 232
2024
Q4 		$493K Sell
2,002
-310
-13% -$73.8K 0.04% 198
2024
Q3 		$530K Sell
2,312
-43
-2% -$9.14K 0.05% 187
2024
Q2 		$475K Buy
2,355
+162
+7% +$30.6K 0.05% 201
2024
Q1 		$428K Sell
2,193
-69
-3% -$12.3K 0.04% 214
2023
Q4 		$350K Sell
2,262
-234
-9% -$33.8K 0.04% 227
2023
Q3 		$323K Buy
2,496
+523
+27% +$71.2K 0.04% 233
2023
Q2 		$270K Sell
1,973
-101
-5% -$13.4K 0.03% 269
2023
Q1 		$262K Buy
+2,074
New +$243K 0.03% 272

Other funds holding SAP

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Marcum Wealth's SAP Position: Q1 2025 in Review

Marcum Wealth reduced its SAP (SAP) stake by 28% in Q1 2025, selling an estimated $151K and leaving 1,448 shares worth $389K. The position accounts for 0.03% of the portfolio, ranked #232.

Marcum Wealth first reported a position in SAP in Q1 2023 and has held it in 9 quarters since. The position peaked at $530K in Q3 2024. 887 funds tracked by Wall St. Rank hold SAP as of Q1 2025.

  • Marcum Wealth held 1,448 shares of SAP worth $389K as of Q1 2025.
  • Marcum Wealth sold 554 SAP shares in Q1 2025, an estimated $151K.
  • SAP made up 0.03% of Marcum Wealth's portfolio in Q1 2025, its #232 holding.
  • Marcum Wealth first reported a position in SAP in Q1 2023 and has held it in 9 quarters since.
  • Marcum Wealth's SAP position peaked at $530K in Q3 2024.
  • 887 funds tracked by Wall St. Rank held SAP as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.