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Evercore Wealth Management’s SAP SAP Stock Holding History

Evercore Wealth Management’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
2015
Q4 		– Sell
-6,677
Closed -$432K – 1058
2015
Q3 		$432K Buy
6,677
+273
+4% +$18.8K 0.02% 272
2015
Q2 		$449K Buy
6,404
+563
+10% +$41.8K 0.02% 289
2015
Q1 		$420K Sell
5,841
-547
-9% -$37.4K 0.02% 300
2014
Q4 		$443K Sell
6,388
-2,695
-30% -$185K 0.02% 257
2014
Q3 		$655K Buy
9,083
+3,369
+59% +$262K 0.03% 229
2014
Q2 		$438K Buy
5,714
+712
+14% +$55.3K 0.02% 286
2014
Q1 		$404K Buy
5,002
+691
+16% +$54.8K 0.02% 284
2013
Q4 		$377K Sell
4,311
-354
-8% -$28.2K 0.02% 298
2013
Q3 		$345K Buy
4,665
+146
+3% +$10.8K 0.02% 326
2013
Q2 		$327K Buy
+4,519
New +$351K 0.02% 339

Other funds holding SAP

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return