Number of Shares
48,091.00
Current Holdings Value*
$6.73 Mil
% of Portfolio
2.1%
Total Estimate Gain
$9.61 Mil
% of Total Estimate Gain
150.54%

Lenox Wealth Management, Inc.'s SAP SE Holding Summary

As of 2020-06-30, Lenox Wealth Management, Inc. held 48,091.00 shares of SAP SE(SAP), totaling $6.73 Mil. This investment constitutes 2.1% of their stock portfolio, and Lenox Wealth Management, Inc. now holds 0% of the outstanding SAP SE(SAP) stock.

The initial trade took place in 2018Q2. And since then Lenox Wealth Management, Inc. has made 4 purchases of SAP, at an average price of $113.08, for a total of 56,452.00 shares. In addition, there have been 5 sales at an average price of $118.74 for 8,361.00 shares. Based on historical transaction data and SAP's current price of $311.93, Lenox Wealth Management, Inc.'s estimated gain on his SAP holdings is $9.61 Mil, reflecting a 150.54% gain to date.

Lenox Wealth Management, Inc. SAP ($311.93) Holding Chart

Lenox Wealth Management, Inc. SAP ($311.93) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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