Picton Mahoney Asset Management’s SAP SAP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$9.47M	Sell	31,130 -3,519	-10%	-$1.07M	0.1%	176
2025 Q1	$9.3M	Buy	34,649 +2,845	+9%	+$764K	0.16%	111
2024 Q4	$7.83M	Buy	+31,804	New	+$7.83M	0.16%	116
2014 Q2	–	Sell	-18,800	Closed	-$1.53M	–	351
2014 Q1	$1.53M	Buy	+18,800	New	+$1.53M	0.09%	157