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Sap shares owned by Holistic Financial Partners

Quarter-by-quarter ownership of Sap (SAP) shares owned by Holistic Financial Partners from 13F filings

Historical chart of Holistic Financial Partners investment in Sap

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All positions including Sap held by Holistic Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sap by Holistic Financial Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $203k 887 229.10
2018-03-31 $111k 1.1k 105.61
2017-12-31 $111k 989 112.23

More positions owned by Holistic Financial Partners

Eli Lilly & Co. (LLY)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)
First Tr Value Line Divid In SHS (FVD)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Ishares Tr Rus 1000 Grw Etf (IWF)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
First Tr Exchange-traded Lng Dur Oprtun (LGOV)
First Tr Exchange Traded Hlth Care Alph (FXH)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Russell 2000 Etf (IWM)
JPMorgan Chase & Co. (JPM)
Apple (AAPL)
First Tr Exch Trd Alphdx Japan Alphadex (FJP)

View all positions for Holistic Financial Partners

Top funds holding Sap

Capital Research and Management Company - Division 3
Harding Loevner
Fisher Investments
Eagle Capital Management
Morgan Stanley
ClearBridge Advisors
Goldman Sachs Group
Windacre Partnership
Macquarie Group
Bank of America Corporation
BlackRock
Polen Capital Management
BlackRock
Wells Fargo & Company
Envestnet Asset Management

View all funds holding Sap