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Mosaic Family Wealth’s SAP SAP Stock Holding History

Mosaic Family Wealth’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
-15
Closed -$2K – 522
2019
Q1 		$2K Buy
+15
New +$1.6K ﹤0.01% 653
2017
Q4 		– Sell
-381
Closed -$42K – 880
2017
Q3 		$42K Buy
+381
New +$40.5K 0.02% 362
2016
Q2 		– Sell
-70
Closed -$5K – 818
2016
Q1 		$5K Buy
+70
New +$5.45K ﹤0.01% 602

Other funds holding SAP

HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return

Mosaic Family Wealth's SAP Position: Q2 2019 in Review

Mosaic Family Wealth sold out of SAP (SAP) in Q2 2019, closing a stake of 15 shares — an estimated $2K sold.

Mosaic Family Wealth first reported a position in SAP in Q1 2016 and held it in 3 quarters. The position peaked at $42K in Q3 2017. 486 funds tracked by Wall St. Rank hold SAP as of Q2 2019.

  • Mosaic Family Wealth reported no remaining SAP position as of Q2 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 15 SAP shares in Q2 2019, an estimated $2K.
  • Mosaic Family Wealth first reported a position in SAP in Q1 2016 and held it in 3 quarters.
  • Mosaic Family Wealth's SAP position peaked at $42K in Q3 2017.
  • 486 funds tracked by Wall St. Rank held SAP as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.