Taylor Hoffman Wealth Management’s SAP SAP Stock Holding History

Taylor Hoffman Wealth Management’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 Q3	–	Sell	-840	Closed	-$118K	–	313
2020 Q2	$118K	Buy	+840	New	+$104K	0.07%	143
2020 Q1	–	Sell	-840	Closed	-$113K	–	325
2019 Q4	$113K	Hold	840	–	–	0.07%	152
2019 Q3	$99K	Hold	840	–	–	0.07%	152
2019 Q2	$115K	Hold	840	–	–	0.09%	143
2019 Q1	$97K	Hold	840	–	–	0.07%	146
2018 Q4	$84K	Buy	840 +340	+68%	+$36.2K	0.08%	138
2018 Q3	$62K	Hold	500	–	–	0.05%	165
2018 Q2	$58K	Hold	500	–	–	0.05%	170
2018 Q1	$53K	Hold	500	–	–	0.05%	183
2017 Q4	$56K	Buy	+500	New	+$56.6K	0.05%	178

Other funds holding SAP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Taylor Hoffman Wealth Management's SAP Position: Q3 2020 in Review

Taylor Hoffman Wealth Management sold out of SAP (SAP) in Q3 2020, closing a stake of 840 shares — an estimated $118K sold.

Taylor Hoffman Wealth Management first reported a position in SAP in Q4 2017 and held it in 10 quarters. The position peaked at $118K in Q2 2020. 540 funds tracked by Wall St. Rank hold SAP as of Q3 2020.

Taylor Hoffman Wealth Management reported no remaining SAP position as of Q3 2020 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 840 SAP shares in Q3 2020, an estimated $118K.
Taylor Hoffman Wealth Management first reported a position in SAP in Q4 2017 and held it in 10 quarters.
Taylor Hoffman Wealth Management's SAP position peaked at $118K in Q2 2020.
540 funds tracked by Wall St. Rank held SAP as of Q3 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.