Sugarloaf Wealth Management’s SAP SAP Stock Holding History

Sugarloaf 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 Q4	$29.1K	Hold	118	–	–	0.01%	362
2024 Q3	$27K	Hold	118	–	–	0.01%	372
2024 Q2	$23.8K	Hold	118	–	–	﹤0.01%	376
2024 Q1	$23K	Hold	118	–	–	﹤0.01%	383
2023 Q4	$18.2K	Hold	118	–	–	﹤0.01%	408
2023 Q3	$15.3K	Hold	118	–	–	﹤0.01%	412
2023 Q2	$16.1K	Hold	118	–	–	﹤0.01%	416
2023 Q1	$14.9K	Hold	118	–	–	﹤0.01%	428
2022 Q4	$12.2K	Hold	118	–	–	﹤0.01%	472
2022 Q3	$10K	Hold	118	–	–	﹤0.01%	526
2022 Q2	$11K	Hold	118	–	–	﹤0.01%	516
2022 Q1	$13K	Hold	118	–	–	﹤0.01%	467
2021 Q4	$17K	Hold	118	–	–	﹤0.01%	451
2021 Q3	$16K	Hold	118	–	–	﹤0.01%	471
2021 Q2	$17K	Hold	118	–	–	﹤0.01%	443
2021 Q1	$14	Hold	118	–	–	﹤0.01%	470
2020 Q4	$15K	Hold	118	–	–	0.01%	435
2020 Q3	$18K	Hold	118	–	–	0.01%	376
2020 Q2	$17K	Hold	118	–	–	0.01%	379
2020 Q1	$13K	Hold	118	–	–	0.01%	401
2019 Q4	$16K	Buy	+118	New	+$15.5K	0.01%	401

Other funds holding SAP

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sugarloaf Wealth Management's SAP Position: Q4 2024 in Review

Sugarloaf Wealth Management held its SAP (SAP) position steady in Q4 2024 at 118 shares worth $29.1K. The position accounts for 0.01% of the portfolio, ranked #362.

Sugarloaf Wealth Management first reported a position in SAP in Q4 2019 and has held it in 21 quarters since. 856 funds tracked by Wall St. Rank hold SAP as of Q4 2024.

Sugarloaf Wealth Management held 118 shares of SAP worth $29.1K as of Q4 2024.
Sugarloaf Wealth Management left its SAP share count unchanged in Q4 2024.
SAP made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #362 holding.
Sugarloaf Wealth Management first reported a position in SAP in Q4 2019 and has held it in 21 quarters since.
856 funds tracked by Wall St. Rank held SAP as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.