Twelve Points Wealth Management’s SAP SAP Stock Holding History

Twelve Points 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
2023 Q4	–	Sell	-4,537	Closed	-$587K	–	172
2023 Q3	$587K	Sell	4,537 -33	-0.7%	-$4.49K	0.29%	95
2023 Q2	$625K	Sell	4,570 -53	-1%	-$7.01K	0.33%	84
2023 Q1	$585K	Sell	4,623 -35	-0.8%	-$4.11K	0.34%	87
2022 Q4	$481K	Sell	4,658 -2,840	-38%	-$284K	0.33%	95
2022 Q3	$609K	Sell	7,498 -112	-1%	-$9.89K	0.47%	70
2022 Q2	$690K	Sell	7,610 -23	-0.3%	-$2.3K	0.53%	67
2022 Q1	$847K	Sell	7,633 -878	-10%	-$107K	0.63%	46
2021 Q4	$1.19M	Buy	+8,511	New	+$1.19M	0.97%	25

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

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

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

ClearBridge Investments

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

WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return