Geller Advisors’s SAP SAP Stock Holding History

Geller Advisors’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 Q4	–	Sell	-2,262	Closed	-$352K	–	122
2020 Q3	$352K	Buy	2,262 +1	+0%	+$159	0.1%	48
2020 Q2	$317K	Buy	+2,261	New	+$279K	0.1%	52

Other funds holding SAP

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

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Geller Advisors's SAP Position: Q4 2020 in Review

Geller Advisors sold out of SAP (SAP) in Q4 2020, closing a stake of 2,262 shares — an estimated $352K sold.

Geller Advisors first reported a position in SAP in Q2 2020 and held it in 2 quarters. The position peaked at $352K in Q3 2020. 501 funds tracked by Wall St. Rank hold SAP as of Q4 2020.

Geller Advisors reported no remaining SAP position as of Q4 2020 after selling out during the quarter.
Geller Advisors sold 2,262 SAP shares in Q4 2020, an estimated $352K.
Geller Advisors first reported a position in SAP in Q2 2020 and held it in 2 quarters.
Geller Advisors's SAP position peaked at $352K in Q3 2020.
501 funds tracked by Wall St. Rank held SAP as of Q4 2020.

Based on Geller Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.