Salem Investment Counselors’s SAP SAP Stock Holding History

Salem Investment Counselors’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
2026 Q2	–	Sell	-2	Closed	-$343	–	1283
2026 Q1	$343	Buy	+2	New	+$413	﹤0.01%	1189
2025 Q4	–	Sell	-17	Closed	-$4.54K	–	992
2025 Q3	$4.54K	Hold	17	–	–	﹤0.01%	992
2025 Q2	$5.17K	Hold	17	–	–	﹤0.01%	936
2025 Q1	$4.56K	Buy	+17	New	+$4.63K	﹤0.01%	941
2024 Q4	–	Sell	-7	Closed	-$1.6K	–	1264
2024 Q3	$1.6K	Buy	+7	New	+$1.49K	﹤0.01%	1049
2022 Q3	–	Sell	-156	Closed	-$14K	–	1113
2022 Q2	$14K	Buy	156 +151	+3,020%	+$15.1K	﹤0.01%	731
2022 Q1	$1K	Hold	5	–	–	﹤0.01%	976
2021 Q4	$1K	Hold	5	–	–	﹤0.01%	1047
2021 Q3	$1K	Hold	5	–	–	﹤0.01%	948
2021 Q2	$1K	Hold	5	–	–	﹤0.01%	876
2021 Q1	$1K	Hold	5	–	–	﹤0.01%	840
2020 Q4	$1K	Buy	+5	New	+$645	﹤0.01%	778
2017 Q1	–	Sell	-29	Closed	-$3K	–	639
2016 Q4	$3K	Buy	+29	New	+$2.49K	﹤0.01%	589

Other funds holding SAP

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Cox Capital Management Andover, Massachusetts $180M AUM 40.44% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

Family Legacy Financial Solutions Cary, North Carolina $164M AUM 62.92% 1-Year Est. Return