Valley National Advisers’s SAP SAP Stock Holding History

Valley National Advisers’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 Q1	–	Sell	-76	Closed	-$11K	–	1284
2023 Q4	$11K	Buy	76 +51	+204%	+$7.38K	﹤0.01%	642
2023 Q3	$3K	Hold	25	–	–	﹤0.01%	780
2023 Q2	$4K	Hold	25	–	–	﹤0.01%	711
2023 Q1	$3K	Hold	25	–	–	﹤0.01%	733
2022 Q4	$2K	Hold	25	–	–	﹤0.01%	751
2022 Q3	$2K	Hold	25	–	–	﹤0.01%	793
2022 Q2	$2K	Hold	25	–	–	﹤0.01%	776
2022 Q1	$3K	Hold	25	–	–	﹤0.01%	759
2021 Q4	$4K	Hold	25	–	–	﹤0.01%	718
2021 Q3	$3K	Buy	+25	New	+$3.63K	﹤0.01%	735
2020 Q1	–	Sell	-78	Closed	-$10K	–	828
2019 Q4	$10K	Buy	+78	New	+$10.3K	﹤0.01%	529
2019 Q1	–	Sell	-37	Closed	-$4K	–	807
2018 Q4	$4K	Buy	+37	New	+$3.94K	﹤0.01%	565
2015 Q3	–	Sell	-13	Closed	-$1K	–	641
2015 Q2	$1K	Hold	13	–	–	﹤0.01%	579
2015 Q1	$1K	Buy	+13	New	+$889	﹤0.01%	542

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return