ZIG
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Zullo Investment Group’s SAP SAP Stock Holding History

Zullo Investment Group’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
Q1 		– Sell
-38
Closed -$3.92K – 591
2022
Q4 		$3.92K Sell
38
-36
-49% -$3.6K ﹤0.01% 627
2022
Q3 		$6K Hold
74
– – ﹤0.01% 572
2022
Q2 		$7K Hold
74
– – ﹤0.01% 564
2022
Q1 		$8K Hold
74
– – ﹤0.01% 577
2021
Q4 		$10K Buy
+74
New +$10.3K 0.01% 533

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Zullo Investment Group's SAP Position: Q1 2023 in Review

Zullo Investment Group sold out of SAP (SAP) in Q1 2023, closing a stake of 38 shares — an estimated $3.92K sold.

Zullo Investment Group first reported a position in SAP in Q4 2021 and held it in 5 quarters. The position peaked at $10K in Q4 2021. 529 funds tracked by Wall St. Rank hold SAP as of Q1 2023.

  • Zullo Investment Group reported no remaining SAP position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 38 SAP shares in Q1 2023, an estimated $3.92K.
  • Zullo Investment Group first reported a position in SAP in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's SAP position peaked at $10K in Q4 2021.
  • 529 funds tracked by Wall St. Rank held SAP as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.