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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 $427B AUM 29.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return