Lenox Wealth Advisors’s SAP SAP Stock Holding History

Lenox Wealth 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
2022 Q1	$23K	Buy	209 +16	+8%	+$1.95K	﹤0.01%	359
2021 Q4	$27K	Hold	193	–	–	﹤0.01%	350
2021 Q3	$26K	Hold	193	–	–	﹤0.01%	323
2021 Q2	$27K	Sell	193 -27	-12%	-$3.76K	﹤0.01%	317
2021 Q1	$27K	Sell	220 -20	-8%	-$2.54K	﹤0.01%	266
2020 Q4	$31K	Buy	240 +40	+20%	+$5.16K	﹤0.01%	251
2020 Q3	$31K	Hold	200	–	–	﹤0.01%	223
2020 Q2	$28K	Hold	200	–	–	﹤0.01%	241
2020 Q1	$22K	Hold	200	–	–	﹤0.01%	248
2019 Q4	$27K	Hold	200	–	–	﹤0.01%	287
2019 Q3	$24K	Hold	200	–	–	﹤0.01%	273
2019 Q2	$27K	Sell	200 -118	-37%	-$14.7K	﹤0.01%	194
2019 Q1	$37K	Buy	318 +118	+59%	+$12.6K	0.01%	152
2018 Q4	$20K	Hold	200	–	–	﹤0.01%	195
2018 Q3	$25K	Sell	200 -222	-53%	-$26.3K	0.01%	191
2018 Q2	$49K	Sell	422 -51	-11%	-$5.76K	0.01%	137
2018 Q1	$50K	Buy	473 +439	+1,291%	+$47.4K	0.01%	162
2017 Q4	$4K	Buy	+34	New	+$3.85K	﹤0.01%	250
2016 Q1	–	Sell	-37	Closed	-$3K	–	386
2015 Q4	$3K	Buy	+37	New	+$2.84K	﹤0.01%	289

Other funds holding SAP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

PPA

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lenox Wealth Advisors's SAP Position: Q1 2022 in Review

Lenox Wealth Advisors increased its SAP (SAP) stake by 8.3% in Q1 2022, buying an estimated $1.95K and bringing the position to 209 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #359.

Lenox Wealth Advisors first reported a position in SAP in Q4 2015 and has held it in 19 quarters since. The position peaked at $50K in Q1 2018. 508 funds tracked by Wall St. Rank hold SAP as of Q1 2022.

Lenox Wealth Advisors held 209 shares of SAP worth $23K as of Q1 2022.
Lenox Wealth Advisors bought 16 SAP shares in Q1 2022, an estimated $1.95K.
SAP made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #359 holding.
Lenox Wealth Advisors first reported a position in SAP in Q4 2015 and has held it in 19 quarters since.
Lenox Wealth Advisors's SAP position peaked at $50K in Q1 2018.
508 funds tracked by Wall St. Rank held SAP as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.