Peloton Wealth Strategists’s SAP SAP Stock Holding History

Peloton Wealth Strategists’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
2017 Q4	–	Sell	-11,800	Closed	-$1.29M	–	64
2017 Q3	$1.29M	Hold	11,800	–	–	1%	48
2017 Q2	$1.24M	Hold	11,800	–	–	0.96%	46
2017 Q1	$1.16M	Sell	11,800 -400	-3%	-$37.2K	0.95%	45
2016 Q4	$1.05M	Hold	12,200	–	–	0.86%	50
2016 Q3	$1.11M	Buy	+12,200	New	+$1.05M	0.93%	47
2016 Q1	$1.01M	Sell	12,600 -8,900	-41%	-$693K	0.86%	48
2015 Q4	$1.7M	Hold	21,500	–	–	1.47%	30
2015 Q3	$1.39M	Buy	21,500 +100	+0.5%	+$6.9K	1.22%	41
2015 Q2	$1.5M	Buy	21,400 +300	+1%	+$22.3K	1.2%	44
2015 Q1	$1.52M	Buy	21,100 +1,700	+9%	+$116K	1.18%	42
2014 Q4	$1.35M	Sell	19,400 -1,500	-7%	-$103K	1.03%	47
2014 Q3	$1.51M	Buy	20,900 +8,700	+71%	+$676K	1.19%	42
2014 Q2	$915K	Sell	12,200 -7,700	-39%	-$598K	0.8%	52
2014 Q1	$1.62M	Buy	19,900 +2,700	+16%	+$214K	1.33%	37
2013 Q4	$1.5M	Buy	17,200 +1,000	+6%	+$79.5K	1.21%	42
2013 Q3	$1.2M	Buy	16,200 +1,000	+7%	+$73.9K	1%	44
2013 Q2	$1.11M	Buy	+15,200	New	+$1.18M	1%	45

Other funds holding SAP

HPC Germany & Co KG Potsdam, Germany $1.48M AUM 24.97% 1-Year Est. Return

Fisher Asset Management

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

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

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

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

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return