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Shelton Wealth Management’s SAP SAP Stock Holding History

Shelton 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
2024
Q2 		– Sell
-3,775
Closed -$736K – 152
2024
Q1 		$736K Buy
3,775
+742
+24% +$132K 0.46% 51
2023
Q4 		$469K Buy
+3,033
New +$439K 0.33% 58

Other funds holding SAP

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Shelton Wealth Management's SAP Position: Q2 2024 in Review

Shelton Wealth Management sold out of SAP (SAP) in Q2 2024, closing a stake of 3,775 shares — an estimated $736K sold.

Shelton Wealth Management first reported a position in SAP in Q4 2023 and held it in 2 quarters. The position peaked at $736K in Q1 2024. 740 funds tracked by Wall St. Rank hold SAP as of Q2 2024.

  • Shelton Wealth Management reported no remaining SAP position as of Q2 2024 after selling out during the quarter.
  • Shelton Wealth Management sold 3,775 SAP shares in Q2 2024, an estimated $736K.
  • Shelton Wealth Management first reported a position in SAP in Q4 2023 and held it in 2 quarters.
  • Shelton Wealth Management's SAP position peaked at $736K in Q1 2024.
  • 740 funds tracked by Wall St. Rank held SAP as of Q2 2024.

Based on Shelton Wealth Management's 13F filing for Q2 2024, filed 23 Jul 2024.