Polaris Wealth Advisory Group’s SAP SAP Stock Holding History

Polaris Wealth Advisory Group’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 Q3	$5.85M	Buy	45,237 +20,458	+83%	+$2.78M	0.45%	73
2023 Q2	$3.39M	Sell	24,779 -27,421	-53%	-$3.63M	0.26%	87
2023 Q1	$6.61M	Sell	52,200 -4,797	-8%	-$563K	0.49%	69
2022 Q4	$6.55M	Sell	56,997 -5,429	-9%	-$544K	0.49%	70
2022 Q3	$5.25M	Buy	+62,426	New	+$5.51M	0.44%	67
2018 Q4	–	Sell	-80	Closed	-$10K	–	385
2018 Q3	$10K	Buy	+80	New	+$9.49K	﹤0.01%	406
2018 Q2	–	Sell	-80	Closed	-$8K	–	391
2018 Q1	$8K	Buy	+80	New	+$8.64K	﹤0.01%	373

Other funds holding SAP

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Polaris Wealth Advisory Group's SAP Position: Q3 2023 in Review

Polaris Wealth Advisory Group increased its SAP (SAP) stake by 83% in Q3 2023, buying an estimated $2.78M and bringing the position to 45,237 shares worth $5.85M. The position accounts for 0.45% of the portfolio, ranked #73.

Polaris Wealth Advisory Group first reported a position in SAP in Q1 2018 and has held it in 7 quarters since. The position peaked at $6.61M in Q1 2023. 583 funds tracked by Wall St. Rank hold SAP as of Q3 2023.

Polaris Wealth Advisory Group held 45,237 shares of SAP worth $5.85M as of Q3 2023.
Polaris Wealth Advisory Group bought 20,458 SAP shares in Q3 2023, an estimated $2.78M.
SAP made up 0.45% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #73 holding.
Polaris Wealth Advisory Group first reported a position in SAP in Q1 2018 and has held it in 7 quarters since.
Polaris Wealth Advisory Group's SAP position peaked at $6.61M in Q1 2023.
583 funds tracked by Wall St. Rank held SAP as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.