PF
SAP icon

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 $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return