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CA Family Wealth’s SAP SAP Stock Holding History

CA Family Wealth’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
2020
Q1 		$239K Sell
2,160
-1,086
-33% -$137K 0.25% 26
2019
Q4 		$435K Buy
+3,246
New +$427K 0.29% 29

Other funds holding SAP

HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CA Family Wealth's SAP Position: Q1 2020 in Review

CA Family Wealth reduced its SAP (SAP) stake by 33% in Q1 2020, selling an estimated $137K and leaving 2,160 shares worth $239K. The position accounts for 0.25% of the portfolio, ranked #26.

CA Family Wealth first reported a position in SAP in Q4 2019 and has held it in 2 quarters since. The position peaked at $435K in Q4 2019. 493 funds tracked by Wall St. Rank hold SAP as of Q1 2020.

  • CA Family Wealth held 2,160 shares of SAP worth $239K as of Q1 2020.
  • CA Family Wealth sold 1,086 SAP shares in Q1 2020, an estimated $137K.
  • SAP made up 0.25% of CA Family Wealth's portfolio in Q1 2020, its #26 holding.
  • CA Family Wealth first reported a position in SAP in Q4 2019 and has held it in 2 quarters since.
  • CA Family Wealth's SAP position peaked at $435K in Q4 2019.
  • 493 funds tracked by Wall St. Rank held SAP as of Q1 2020.

Based on CA Family Wealth's 13F filing for Q1 2020, filed 11 May 2020.