VitalStone Financial’s SAP SAP Stock Holding History

VitalStone Financial’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	-18	Closed	-$3K	–	576
2023 Q3	$3K	Buy	+18	New	+$2.45K	﹤0.01%	344

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

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 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

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

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

VitalStone Financial's SAP Position: Q4 2023 in Review

VitalStone Financial sold out of SAP (SAP) in Q4 2023, closing a stake of 18 shares — an estimated $3K sold.

VitalStone Financial first reported a position in SAP in Q3 2023 and held it in 1 quarter. The position peaked at $3K in Q3 2023. 644 funds tracked by Wall St. Rank hold SAP as of Q4 2023.

VitalStone Financial reported no remaining SAP position as of Q4 2023 after selling out during the quarter.
VitalStone Financial sold 18 SAP shares in Q4 2023, an estimated $3K.
VitalStone Financial first reported a position in SAP in Q3 2023 and held it in 1 quarter.
VitalStone Financial's SAP position peaked at $3K in Q3 2023.
644 funds tracked by Wall St. Rank held SAP as of Q4 2023.

Based on VitalStone Financial's 13F filing for Q4 2023, filed 14 Feb 2024.