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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

HGCK
HPC Germany & Co KG Potsdam, Germany $1.68M AUM 15.3% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Peloton Wealth Strategists's SAP Position: Q4 2017 in Review

Peloton Wealth Strategists sold out of SAP (SAP) in Q4 2017, closing a stake of 11,800 shares — an estimated $1.29M sold.

Peloton Wealth Strategists first reported a position in SAP in Q2 2013 and held it in 17 quarters. The position peaked at $1.7M in Q4 2015. 402 funds tracked by Wall St. Rank hold SAP as of Q4 2017.

  • Peloton Wealth Strategists reported no remaining SAP position as of Q4 2017 after selling out during the quarter.
  • Peloton Wealth Strategists sold 11,800 SAP shares in Q4 2017, an estimated $1.29M.
  • Peloton Wealth Strategists first reported a position in SAP in Q2 2013 and held it in 17 quarters.
  • Peloton Wealth Strategists's SAP position peaked at $1.7M in Q4 2015.
  • 402 funds tracked by Wall St. Rank held SAP as of Q4 2017.

Based on Peloton Wealth Strategists's 13F filing for Q4 2017, filed 15 Feb 2018.