Polen Capital Management’s SAP SAP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.4M | Sell |
66,674
-166,658
| -71% | -$34.4M | 0.08% | 34 |
|
|
2025
Q4 | $56.7M | Sell |
233,332
-111,620
| -32% | -$28.4M | 0.24% | 32 |
|
|
2025
Q3 | $92.2M | Sell |
344,952
-141,519
| -29% | -$39.8M | 0.3% | 32 |
|
|
2025
Q2 | $148M | Sell |
486,471
-56,228
| -10% | -$16.1M | 0.45% | 26 |
|
|
2025
Q1 | $146M | Sell |
542,699
-457,245
| -46% | -$125M | 0.46% | 26 |
|
|
2024
Q4 | $246M | Sell |
999,944
-64,471
| -6% | -$15.3M | 0.67% | 26 |
|
|
2024
Q3 | $244M | Sell |
1,064,415
-190,114
| -15% | -$40.4M | 0.63% | 26 |
|
|
2024
Q2 | $253M | Sell |
1,254,529
-20,197
| -2% | -$3.81M | 0.63% | 26 |
|
|
2024
Q1 | $249M | Buy |
1,274,726
+32,032
| +3% | +$5.69M | 0.57% | 27 |
|
|
2023
Q4 | $192M | Sell |
1,242,694
-19,980
| -2% | -$2.89M | 0.46% | 25 |
|
|
2023
Q3 | $163M | Sell |
1,262,674
-4,585
| -0.4% | -$624K | 0.43% | 28 |
|
|
2023
Q2 | $173M | Sell |
1,267,259
-49,293
| -4% | -$6.52M | 0.43% | 27 |
|
|
2023
Q1 | $167M | Sell |
1,316,552
-20,146
| -2% | -$2.36M | 0.44% | 26 |
|
|
2022
Q4 | $138M | Sell |
1,336,698
-102,059
| -7% | -$10.2M | 0.4% | 27 |
|
|
2022
Q3 | $117M | Buy |
1,438,757
+616,301
| +75% | +$54.4M | 0.33% | 28 |
|
|
2022
Q2 | $74.6M | Sell |
822,456
-108,213
| -12% | -$10.8M | 0.2% | 30 |
|
|
2022
Q1 | $103M | Buy |
930,669
+120,804
| +15% | +$14.7M | 0.2% | 30 |
|
|
2021
Q4 | $113M | Buy |
809,865
+17,594
| +2% | +$2.46M | 0.19% | 29 |
|
|
2021
Q3 | $107M | Buy |
792,271
+71,717
| +10% | +$10.4M | 0.2% | 29 |
|
|
2021
Q2 | $101M | Buy |
720,554
+46,344
| +7% | +$6.45M | 0.19% | 29 |
|
|
2021
Q1 | $82.8M | Buy |
674,210
+18,370
| +3% | +$2.33M | 0.19% | 30 |
|
|
2020
Q4 | $85.5M | Buy |
655,840
+118,506
| +22% | +$15.3M | 0.2% | 29 |
|
|
2020
Q3 | $83.7M | Buy |
537,334
+138,359
| +35% | +$22M | 0.22% | 27 |
|
|
2020
Q2 | $55.9M | Buy |
398,975
+67,300
| +20% | +$8.29M | 0.17% | 25 |
|
|
2020
Q1 | $36.6M | Buy |
331,675
+54,349
| +20% | +$6.85M | 0.16% | 27 |
|
|
2019
Q4 | $37.2M | Buy |
277,326
+46,636
| +20% | +$6.13M | 0.15% | 26 |
|
|
2019
Q3 | $27.2M | Buy |
230,690
+79,687
| +53% | +$9.87M | 0.13% | 24 |
|
|
2019
Q2 | $20.7M | Buy |
151,003
+40,588
| +37% | +$5.05M | 0.1% | 23 |
|
|
2019
Q1 | $12.7M | Buy |
110,415
+12,236
| +12% | +$1.3M | 0.07% | 23 |
|
|
2018
Q4 | $9.77M | Buy |
98,179
+26,879
| +38% | +$2.86M | 0.06% | 24 |
|
|
2018
Q3 | $8.77M | Buy |
71,300
+8,968
| +14% | +$1.06M | 0.05% | 24 |
|
|
2018
Q2 | $7.21M | Buy |
62,332
+14,304
| +30% | +$1.61M | 0.05% | 22 |
|
|
2018
Q1 | $5.05M | Buy |
48,028
+10,143
| +27% | +$1.1M | 0.04% | 25 |
|
|
2017
Q4 | $4.26M | Buy |
37,885
+16,672
| +79% | +$1.89M | 0.03% | 26 |
|
|
2017
Q3 | $2.33M | Buy |
+21,213
| New | +$2.25M | 0.02% | 25 |
|
|
2014
Q3 | – | Sell |
-5,150
| Closed | -$397K | – | 23 |
|
|
2014
Q2 | $397K | Hold |
5,150
| – | – | 0.01% | 24 |
|
|
2014
Q1 | $419K | Sell |
5,150
-335
| -6% | -$26.6K | 0.01% | 23 |
|
|
2013
Q4 | $478K | Hold |
5,485
| – | – | 0.01% | 23 |
|
|
2013
Q3 | $405K | Hold |
5,485
| – | – | 0.01% | 24 |
|
|
2013
Q2 | $399K | Buy |
+5,485
| New | +$426K | 0.01% | 23 |
|
Other funds holding SAP
WPL
