MWM
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MinichMacGregor Wealth Management’s SAP SAP Stock Holding History

MinichMacGregor Wealth Management’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
Q4 		– Sell
-45
Closed -$5K – 429
2018
Q3 		$5K Sell
45
-6
-12% -$712 ﹤0.01% 394
2018
Q2 		$5K Sell
51
-53
-51% -$5.98K ﹤0.01% 389
2018
Q1 		$10K Hold
104
– – 0.01% 309
2017
Q4 		$11K Hold
104
– – 0.01% 290
2017
Q3 		$11K Hold
104
– – 0.01% 272
2017
Q2 		$10K Buy
104
+31
+42% +$3.2K 0.01% 275
2017
Q1 		$7K Hold
73
– – 0.01% 321
2016
Q4 		$6K Hold
73
– – 0.01% 328
2016
Q3 		$6K Hold
73
– – 0.01% 328
2016
Q2 		$5K Hold
73
– – ﹤0.01% 326
2016
Q1 		$5K Buy
+73
New +$5.68K ﹤0.01% 314

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
SCP
Soroban Capital Partners New York $14B AUM 21.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return