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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 $336B AUM 34.66% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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 $23.2B AUM 40.19% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Evercore Wealth Management's SAP Position: Q4 2015 in Review

Evercore Wealth Management sold out of SAP (SAP) in Q4 2015, closing a stake of 6,677 shares — an estimated $432K sold.

Evercore Wealth Management first reported a position in SAP in Q2 2013 and held it in 10 quarters. The position peaked at $655K in Q3 2014. 294 funds tracked by Wall St. Rank hold SAP as of Q4 2015.

  • Evercore Wealth Management reported no remaining SAP position as of Q4 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 6,677 SAP shares in Q4 2015, an estimated $432K.
  • Evercore Wealth Management first reported a position in SAP in Q2 2013 and held it in 10 quarters.
  • Evercore Wealth Management's SAP position peaked at $655K in Q3 2014.
  • 294 funds tracked by Wall St. Rank held SAP as of Q4 2015.

Based on Evercore Wealth Management's 13F filing for Q4 2015, filed 16 Feb 2016.