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Planned Solutions’s SAP SAP Stock Holding History

Planned Solutions’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
Q4 		– Sell
-18
Closed -$4.12K – 527
2024
Q3 		$4.12K Buy
+18
New +$3.83K ﹤0.01% 514
2024
Q1 		– Sell
-18
Closed -$2.78K – 455
2023
Q4 		$2.78K Buy
+18
New +$2.6K ﹤0.01% 491
2021
Q1 		– Sell
-50
Closed -$7K – 337
2020
Q4 		$7K Buy
+50
New +$6.45K 0.01% 351

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
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
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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Planned Solutions's SAP Position: Q4 2024 in Review

Planned Solutions sold out of SAP (SAP) in Q4 2024, closing a stake of 18 shares — an estimated $4.12K sold.

Planned Solutions first reported a position in SAP in Q4 2020 and held it in 3 quarters. The position peaked at $7K in Q4 2020. 856 funds tracked by Wall St. Rank hold SAP as of Q4 2024.

  • Planned Solutions reported no remaining SAP position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 18 SAP shares in Q4 2024, an estimated $4.12K.
  • Planned Solutions first reported a position in SAP in Q4 2020 and held it in 3 quarters.
  • Planned Solutions's SAP position peaked at $7K in Q4 2020.
  • 856 funds tracked by Wall St. Rank held SAP as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.