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TrueWealth LLC’s SAP SAP Stock Holding History

TrueWealth LLC’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 		$3K Hold
21
– – ﹤0.01% 619
2020
Q1 		$2K Hold
21
– – ﹤0.01% 658
2019
Q4 		$3K Hold
21
– – ﹤0.01% 649
2019
Q3 		$2K Hold
21
– – ﹤0.01% 647
2019
Q2 		$3K Hold
21
– – ﹤0.01% 628
2019
Q1 		$2K Hold
21
– – ﹤0.01% 672
2018
Q4 		$2K Hold
21
– – ﹤0.01% 670
2018
Q3 		$3K Hold
21
– – ﹤0.01% 692
2018
Q2 		$2K Hold
21
– – ﹤0.01% 746
2018
Q1 		$2K Sell
21
-612
-97% -$66.1K ﹤0.01% 716
2017
Q4 		$71K Buy
+633
New +$71.6K 0.03% 246

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

TrueWealth LLC's SAP Position: Q2 2020 in Review

TrueWealth LLC held its SAP (SAP) position steady in Q2 2020 at 21 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #619.

TrueWealth LLC first reported a position in SAP in Q4 2017 and has held it in 11 quarters since. The position peaked at $71K in Q4 2017. 512 funds tracked by Wall St. Rank hold SAP as of Q2 2020.

  • TrueWealth LLC held 21 shares of SAP worth $3K as of Q2 2020.
  • TrueWealth LLC left its SAP share count unchanged in Q2 2020.
  • SAP made up ﹤0.01% of TrueWealth LLC's portfolio in Q2 2020, its #619 holding.
  • TrueWealth LLC first reported a position in SAP in Q4 2017 and has held it in 11 quarters since.
  • TrueWealth LLC's SAP position peaked at $71K in Q4 2017.
  • 512 funds tracked by Wall St. Rank held SAP as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.