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YorkBridge Wealth Partners’s SAP SAP Stock Holding History

YorkBridge Wealth Partners’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
2022
Q4 		$1.25M Buy
12,117
+799
+7% +$80K 0.32% 77
2022
Q3 		$920K Buy
11,318
+180
+2% +$15.9K 0.24% 87
2022
Q2 		$1.01M Buy
11,138
+3,930
+55% +$393K 0.26% 78
2022
Q1 		$800K Buy
7,208
+96
+1% +$11.7K 0.18% 102
2021
Q4 		$996K Buy
7,112
+121
+2% +$16.9K 0.22% 84
2021
Q3 		$944K Buy
6,991
+452
+7% +$65.6K 0.24% 82
2021
Q2 		$918K Sell
6,539
-1,687
-21% -$235K 0.24% 81
2021
Q1 		$1.01M Buy
8,226
+2,158
+36% +$274K 0.3% 76
2020
Q4 		$791K Sell
6,068
-155
-2% -$20K 0.26% 80
2020
Q3 		$970K Buy
6,223
+168
+3% +$26.7K 0.41% 64
2020
Q2 		$848K Sell
6,055
-35
-0.6% -$4.31K 0.39% 63
2020
Q1 		$673K Sell
6,090
-251
-4% -$31.7K 0.41% 70
2019
Q4 		$850K Buy
6,341
+111
+2% +$14.6K 0.39% 72
2019
Q3 		$734K Buy
6,230
+678
+12% +$83.9K 0.37% 72
2019
Q2 		$760K Buy
5,552
+582
+12% +$72.4K 0.34% 73
2019
Q1 		$574K Buy
4,970
+100
+2% +$10.6K 0.26% 85
2018
Q4 		$485K Sell
4,870
-130
-3% -$13.8K 0.26% 93
2018
Q3 		$616K Hold
5,000
– – 0.28% 83
2018
Q2 		$578K Buy
5,000
+896
+22% +$101K 0.25% 91
2018
Q1 		$443K Buy
4,104
+88
+2% +$9.5K 0.2% 103
2017
Q4 		$425K Buy
4,016
+415
+12% +$46.9K 0.21% 106
2017
Q3 		$395K Sell
3,601
-3
-0.1% -$319 0.2% 105
2017
Q2 		$372K Buy
3,604
+79
+2% +$8.15K 0.2% 109
2017
Q1 		$357K Buy
3,525
+335
+11% +$31.1K 0.19% 110
2016
Q4 		$273K Buy
+3,190
New +$274K 0.16% 124

Other funds holding SAP

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

YorkBridge Wealth Partners's SAP Position: Q4 2022 in Review

YorkBridge Wealth Partners increased its SAP (SAP) stake by 7.1% in Q4 2022, buying an estimated $80K and bringing the position to 12,117 shares worth $1.25M. The position accounts for 0.32% of the portfolio, ranked #77.

YorkBridge Wealth Partners first reported a position in SAP in Q4 2016 and has held it in 25 quarters since. 491 funds tracked by Wall St. Rank hold SAP as of Q4 2022.

  • YorkBridge Wealth Partners held 12,117 shares of SAP worth $1.25M as of Q4 2022.
  • YorkBridge Wealth Partners bought 799 SAP shares in Q4 2022, an estimated $80K.
  • SAP made up 0.32% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #77 holding.
  • YorkBridge Wealth Partners first reported a position in SAP in Q4 2016 and has held it in 25 quarters since.
  • 491 funds tracked by Wall St. Rank held SAP as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.