WWM
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Willingdon Wealth Management’s SAP SAP Stock Holding History

Willingdon 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
2019
Q2 		– Sell
-652
Closed -$75K – 355
2019
Q1 		$75K Sell
652
-241
-27% -$25.6K 0.02% 159
2018
Q4 		$89K Buy
893
+383
+75% +$40.7K 0.03% 156
2018
Q3 		$63K Buy
510
+148
+41% +$17.6K 0.02% 191
2018
Q2 		$42K Buy
362
+293
+425% +$33.1K 0.01% 188
2018
Q1 		$7K Buy
+69
New +$7.45K ﹤0.01% 288

Other funds holding SAP

HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return