Prudent Man Advisors’s SAP SAP Stock Holding History

Prudent Man Advisors’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
2025 Q3	–	Sell	-945	Closed	-$287K	–	176
2025 Q2	$287K	Buy	945 +25	+3%	+$7.16K	0.09%	142
2025 Q1	$247K	Buy	+920	New	+$251K	0.09%	141
2024 Q2	–	Sell	-1,213	Closed	-$237K	–	183
2024 Q1	$237K	Sell	1,213 -260	-18%	-$46.2K	0.09%	148
2023 Q4	$228K	Sell	1,473 -265	-15%	-$38.3K	0.09%	156
2023 Q3	$225K	Sell	1,738 -58	-3%	-$7.89K	0.09%	157
2023 Q2	$246K	Hold	1,796	–	–	0.09%	156
2023 Q1	$227K	Buy	+1,796	New	+$211K	0.09%	166
2022 Q1	–	Sell	-1,451	Closed	-$203K	–	194
2021 Q4	$203K	Sell	1,451 -300	-17%	-$41.9K	0.08%	180
2021 Q3	$236K	Hold	1,751	–	–	0.09%	173
2021 Q2	$246K	Buy	1,751 +56	+3%	+$7.8K	0.09%	173
2021 Q1	$208K	Buy	1,695 +11	+0.7%	+$1.39K	0.09%	188
2020 Q4	$220K	Hold	1,684	–	–	0.09%	167
2020 Q3	$262K	Sell	1,684 -25	-1%	-$3.97K	0.14%	125
2020 Q2	$239K	Buy	+1,709	New	+$211K	0.21%	124

Other funds holding SAP

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return