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 Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Twelve Points Wealth Management's SAP Position: Q4 2023 in Review

Twelve Points Wealth Management sold out of SAP (SAP) in Q4 2023, closing a stake of 4,537 shares — an estimated $587K sold.

Twelve Points Wealth Management first reported a position in SAP in Q4 2021 and held it in 8 quarters. The position peaked at $1.19M in Q4 2021. 646 funds tracked by Wall St. Rank hold SAP as of Q4 2023.

Twelve Points Wealth Management reported no remaining SAP position as of Q4 2023 after selling out during the quarter.
Twelve Points Wealth Management sold 4,537 SAP shares in Q4 2023, an estimated $587K.
Twelve Points Wealth Management first reported a position in SAP in Q4 2021 and held it in 8 quarters.
Twelve Points Wealth Management's SAP position peaked at $1.19M in Q4 2021.
646 funds tracked by Wall St. Rank held SAP as of Q4 2023.

Based on Twelve Points Wealth Management's 13F filing for Q4 2023, filed 12 Jan 2024.