Eric Mandelblatt’s SAP SAP Stock Holding History

Eric Mandelblatt’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
2019 Q4	–	Sell	-35,027	Closed	-$4.13M	–	22
2019 Q3	$4.13M	Buy	+35,027	New	+$4.34M	0.06%	22
2019 Q2	–	Sell	-2,247,898	Closed	-$260M	–	25
2019 Q1	$260M	Sell	2,247,898 -2,131,367	-49%	-$227M	4.7%	9
2018 Q4	$436M	Sell	4,379,265 -380,430	-8%	-$40.5M	9.14%	2
2018 Q3	$585M	Sell	4,759,695 -702,773	-13%	-$83.4M	8.95%	2
2018 Q2	$632M	Buy	5,462,468 +3,149,060	+136%	+$356M	8.54%	3
2018 Q1	$243M	Buy	+2,313,408	New	+$250M	1.39%	22

Other funds holding SAP

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return

Eric Mandelblatt's SAP Position: Q4 2019 in Review

Eric Mandelblatt sold out of SAP (SAP) in Q4 2019, closing a stake of 35,027 shares — an estimated $4.13M sold.

Eric Mandelblatt first reported a position in SAP in Q1 2018 and held it in 6 quarters. The position peaked at $632M in Q2 2018. 536 funds tracked by Wall St. Rank hold SAP as of Q4 2019.

Eric Mandelblatt reported no remaining SAP position as of Q4 2019 after selling out during the quarter.
Eric Mandelblatt sold 35,027 SAP shares in Q4 2019, an estimated $4.13M.
Eric Mandelblatt first reported a position in SAP in Q1 2018 and held it in 6 quarters.
Eric Mandelblatt's SAP position peaked at $632M in Q2 2018.
536 funds tracked by Wall St. Rank held SAP as of Q4 2019.

Based on Soroban Capital Partners's 13F filing for Q4 2019, filed 14 Feb 2020.