MIA
SAP icon

Milestone Investment Advisors’s SAP SAP Stock Holding History

Milestone Investment Advisors’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
Q4 		– Sell
-105
Closed -$13.6K – 382
2023
Q3 		$13.6K Buy
+105
New +$14.3K ﹤0.01% 278

Other funds holding SAP

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Milestone Investment Advisors's SAP Position: Q4 2023 in Review

Milestone Investment Advisors sold out of SAP (SAP) in Q4 2023, closing a stake of 105 shares — an estimated $13.6K sold.

Milestone Investment Advisors first reported a position in SAP in Q3 2023 and held it in 1 quarter. The position peaked at $13.6K in Q3 2023. 644 funds tracked by Wall St. Rank hold SAP as of Q4 2023.

  • Milestone Investment Advisors reported no remaining SAP position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 105 SAP shares in Q4 2023, an estimated $13.6K.
  • Milestone Investment Advisors first reported a position in SAP in Q3 2023 and held it in 1 quarter.
  • Milestone Investment Advisors's SAP position peaked at $13.6K in Q3 2023.
  • 644 funds tracked by Wall St. Rank held SAP as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.