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Selective Wealth Management’s SAP SAP Stock Holding History

Selective Wealth Management’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
2022
Q4 		– Sell
-404
Closed -$33K – 604
2022
Q3 		$33K Sell
404
-103
-20% -$9.1K 0.01% 352
2022
Q2 		$46K Buy
507
+440
+657% +$44K 0.02% 333
2022
Q1 		$7K Buy
+67
New +$8.15K ﹤0.01% 581
2020
Q3 		– Sell
-19
Closed -$3K – 397
2020
Q2 		$3K Hold
19
– – ﹤0.01% 356
2020
Q1 		$2K Hold
19
– – ﹤0.01% 293
2019
Q4 		$3K Hold
19
– – ﹤0.01% 268
2019
Q3 		$2K Buy
+19
New +$2.35K ﹤0.01% 301

Other funds holding SAP

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Selective Wealth Management's SAP Position: Q4 2022 in Review

Selective Wealth Management sold out of SAP (SAP) in Q4 2022, closing a stake of 404 shares — an estimated $33K sold.

Selective Wealth Management first reported a position in SAP in Q3 2019 and held it in 7 quarters. The position peaked at $46K in Q2 2022. 491 funds tracked by Wall St. Rank hold SAP as of Q4 2022.

  • Selective Wealth Management reported no remaining SAP position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 404 SAP shares in Q4 2022, an estimated $33K.
  • Selective Wealth Management first reported a position in SAP in Q3 2019 and held it in 7 quarters.
  • Selective Wealth Management's SAP position peaked at $46K in Q2 2022.
  • 491 funds tracked by Wall St. Rank held SAP as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.