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Schechter Investment Advisors’s SAP SAP Stock Holding History

Schechter Investment 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
Q1 		$2.7M Sell
10,062
-2,443
-20% -$665K 0.22% 90
2024
Q4 		$3.08M Sell
12,505
-3,191
-20% -$759K 0.24% 87
2024
Q3 		$3.6M Sell
15,696
-1,061
-6% -$226K 0.26% 72
2024
Q2 		$3.38M Sell
16,757
-1,702
-9% -$321K 0.25% 70
2024
Q1 		$3.6M Sell
18,459
-1,116
-6% -$198K 0.27% 68
2023
Q4 		$3.03M Sell
19,575
-541
-3% -$78.2K 0.26% 68
2023
Q3 		$2.6M Buy
20,116
+2,877
+17% +$392K 0.25% 76
2023
Q2 		$2.36M Sell
17,239
-265
-2% -$35K 0.21% 90
2023
Q1 		$2.22M Buy
17,504
+255
+1% +$29.9K 0.21% 94
2022
Q4 		$1.78M Buy
17,249
+5,250
+44% +$526K 0.16% 135
2022
Q3 		$975K Sell
11,999
-1,175
-9% -$104K 0.1% 283
2022
Q2 		$1.2M Buy
13,174
+7,076
+116% +$707K 0.12% 226
2022
Q1 		$677K Sell
6,098
-896
-13% -$109K 0.06% 434
2021
Q4 		$980K Buy
+6,994
New +$977K 0.09% 310

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HL
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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Schechter Investment Advisors's SAP Position: Q1 2025 in Review

Schechter Investment Advisors reduced its SAP (SAP) stake by 20% in Q1 2025, selling an estimated $665K and leaving 10,062 shares worth $2.7M. The position accounts for 0.22% of the portfolio, ranked #90.

Schechter Investment Advisors first reported a position in SAP in Q4 2021 and has held it in 14 quarters since. The position peaked at $3.6M in Q1 2024. 886 funds tracked by Wall St. Rank hold SAP as of Q1 2025.

  • Schechter Investment Advisors held 10,062 shares of SAP worth $2.7M as of Q1 2025.
  • Schechter Investment Advisors sold 2,443 SAP shares in Q1 2025, an estimated $665K.
  • SAP made up 0.22% of Schechter Investment Advisors's portfolio in Q1 2025, its #90 holding.
  • Schechter Investment Advisors first reported a position in SAP in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's SAP position peaked at $3.6M in Q1 2024.
  • 886 funds tracked by Wall St. Rank held SAP as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.