Lee Financial’s SAP SAP Stock Holding History

Lee Financial’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
2018 Q3	–	Sell	-175	Closed	-$20K	–	667
2018 Q2	$20K	Buy	175 +95	+119%	+$10.7K	﹤0.01%	349
2018 Q1	$8K	Buy	+80	New	+$8.64K	﹤0.01%	543

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

SCP

Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 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

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

SGA

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

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

Lee Financial's SAP Position: Q3 2018 in Review

Lee Financial sold out of SAP (SAP) in Q3 2018, closing a stake of 175 shares — an estimated $20K sold.

Lee Financial first reported a position in SAP in Q1 2018 and held it in 2 quarters. The position peaked at $20K in Q2 2018. 450 funds tracked by Wall St. Rank hold SAP as of Q3 2018.

Lee Financial reported no remaining SAP position as of Q3 2018 after selling out during the quarter.
Lee Financial sold 175 SAP shares in Q3 2018, an estimated $20K.
Lee Financial first reported a position in SAP in Q1 2018 and held it in 2 quarters.
Lee Financial's SAP position peaked at $20K in Q2 2018.
450 funds tracked by Wall St. Rank held SAP as of Q3 2018.

Based on Lee Financial's 13F filing for Q3 2018, filed 7 Nov 2018.