SMFS
SAP icon

Squar Milner Financial Services’s SAP SAP Stock Holding History

Squar Milner Financial Services’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
2020
Q2 		– Sell
-420
Closed -$46K – 608
2020
Q1 		$46K Buy
420
+69
+20% +$8.7K 0.03% 363
2019
Q4 		$47K Buy
+351
New +$46.1K 0.02% 414
2019
Q3 		– Sell
-57
Closed -$8K – 614
2019
Q2 		$8K Buy
57
+12
+27% +$1.49K 0.01% 540
2019
Q1 		$5K Buy
+45
New +$4.79K ﹤0.01% 667

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Squar Milner Financial Services's SAP Position: Q2 2020 in Review

Squar Milner Financial Services sold out of SAP (SAP) in Q2 2020, closing a stake of 420 shares — an estimated $46K sold.

Squar Milner Financial Services first reported a position in SAP in Q1 2019 and held it in 4 quarters. The position peaked at $47K in Q4 2019. 512 funds tracked by Wall St. Rank hold SAP as of Q2 2020.

  • Squar Milner Financial Services reported no remaining SAP position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 420 SAP shares in Q2 2020, an estimated $46K.
  • Squar Milner Financial Services first reported a position in SAP in Q1 2019 and held it in 4 quarters.
  • Squar Milner Financial Services's SAP position peaked at $47K in Q4 2019.
  • 512 funds tracked by Wall St. Rank held SAP as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.