Lucia Wealth Services’s SAP SAP Stock Holding History

Lucia Wealth Services’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
2019 Q2	–	Sell	-1,804	Closed	-$208K	–	192
2019 Q1	$208K	Buy	+1,804	New	+$192K	0.07%	119

Other funds holding SAP

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

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Lucia Wealth Services's SAP Position: Q2 2019 in Review

Lucia Wealth Services sold out of SAP (SAP) in Q2 2019, closing a stake of 1,804 shares — an estimated $208K sold.

Lucia Wealth Services first reported a position in SAP in Q1 2019 and held it in 1 quarter. The position peaked at $208K in Q1 2019. 486 funds tracked by Wall St. Rank hold SAP as of Q2 2019.

Lucia Wealth Services reported no remaining SAP position as of Q2 2019 after selling out during the quarter.
Lucia Wealth Services sold 1,804 SAP shares in Q2 2019, an estimated $208K.
Lucia Wealth Services first reported a position in SAP in Q1 2019 and held it in 1 quarter.
Lucia Wealth Services's SAP position peaked at $208K in Q1 2019.
486 funds tracked by Wall St. Rank held SAP as of Q2 2019.

Based on Lucia Wealth Services's 13F filing for Q2 2019, filed 23 Jul 2019.