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Loring Wolcott & Coolidge Fiduciary Advisors’s SAP SAP Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2021
Q1 		– Sell
-121
Closed -$16K – 621
2020
Q4 		$16K Buy
+121
New +$15.6K ﹤0.01% 529
2014
Q2 		– Sell
-300
Closed -$24K – 637
2014
Q1 		$24K Hold
300
– – ﹤0.01% 478
2013
Q4 		$26K Hold
300
– – ﹤0.01% 450
2013
Q3 		$22K Hold
300
– – ﹤0.01% 435
2013
Q2 		$22K Buy
+300
New +$23.3K ﹤0.01% 474

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
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's SAP Position: Q1 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of SAP (SAP) in Q1 2021, closing a stake of 121 shares — an estimated $16K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SAP in Q2 2013 and held it in 5 quarters. The position peaked at $26K in Q4 2013. 504 funds tracked by Wall St. Rank hold SAP as of Q1 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining SAP position as of Q1 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 121 SAP shares in Q1 2021, an estimated $16K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SAP in Q2 2013 and held it in 5 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's SAP position peaked at $26K in Q4 2013.
  • 504 funds tracked by Wall St. Rank held SAP as of Q1 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2021, filed 14 Apr 2021.