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Phoenix Financial’s SAP SAP Stock Holding History

Phoenix Financial’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
2024
Q3 		– Sell
-3,015
Closed -$605K – 402
2024
Q2 		$605K Buy
3,015
+506
+20% +$95.5K 0.01% 238
2024
Q1 		$488K Sell
2,509
-220
-8% -$39.1K 0.01% 272
2023
Q4 		$475K Hold
2,729
– – 0.01% 247
2023
Q3 		$353K Hold
2,729
– – 0.01% 271
2023
Q2 		$373K Buy
+2,729
New +$361K 0.01% 254
2021
Q1 		– Sell
-1,679
Closed -$219K – 463
2020
Q4 		$219K Buy
+1,679
New +$217K 0.01% 338

Other funds holding SAP

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Phoenix Financial's SAP Position: Q3 2024 in Review

Phoenix Financial sold out of SAP (SAP) in Q3 2024, closing a stake of 3,015 shares — an estimated $605K sold.

Phoenix Financial first reported a position in SAP in Q4 2020 and held it in 6 quarters. The position peaked at $605K in Q2 2024. 791 funds tracked by Wall St. Rank hold SAP as of Q3 2024.

  • Phoenix Financial reported no remaining SAP position as of Q3 2024 after selling out during the quarter.
  • Phoenix Financial sold 3,015 SAP shares in Q3 2024, an estimated $605K.
  • Phoenix Financial first reported a position in SAP in Q4 2020 and held it in 6 quarters.
  • Phoenix Financial's SAP position peaked at $605K in Q2 2024.
  • 791 funds tracked by Wall St. Rank held SAP as of Q3 2024.

Based on Phoenix Financial's 13F filing for Q3 2024, filed 5 Nov 2024.