Safeguard Financial’s SAP SAP Stock Holding History

Safeguard 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
2023 Q3	–	Sell	-154	Closed	-$21K	–	455
2023 Q2	$21K	Buy	+154	New	+$20.4K	0.01%	257

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

Safeguard Financial's SAP Position: Q3 2023 in Review

Safeguard Financial sold out of SAP (SAP) in Q3 2023, closing a stake of 154 shares — an estimated $21K sold.

Safeguard Financial first reported a position in SAP in Q2 2023 and held it in 1 quarter. The position peaked at $21K in Q2 2023. 583 funds tracked by Wall St. Rank hold SAP as of Q3 2023.

Safeguard Financial reported no remaining SAP position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 154 SAP shares in Q3 2023, an estimated $21K.
Safeguard Financial first reported a position in SAP in Q2 2023 and held it in 1 quarter.
Safeguard Financial's SAP position peaked at $21K in Q2 2023.
583 funds tracked by Wall St. Rank held SAP as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.