VVP
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Vulcan Value Partners’s SAP SAP Stock Holding History

Vulcan Value Partners’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
2021
Q4 		– Sell
-2,018,211
Closed -$273M – 43
2021
Q3 		$273M Sell
2,018,211
-2,313,353
-53% -$336M 1.47% 21
2021
Q2 		$610M Sell
4,331,564
-166,035
-4% -$23.1M 3.31% 15
2021
Q1 		$552M Buy
+4,497,599
New +$570M 3.26% 15

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Vulcan Value Partners's SAP Position: Q4 2021 in Review

Vulcan Value Partners sold out of SAP (SAP) in Q4 2021, closing a stake of 2,018,211 shares — an estimated $273M sold.

Vulcan Value Partners first reported a position in SAP in Q1 2021 and held it in 3 quarters. The position peaked at $610M in Q2 2021. 534 funds tracked by Wall St. Rank hold SAP as of Q4 2021.

  • Vulcan Value Partners reported no remaining SAP position as of Q4 2021 after selling out during the quarter.
  • Vulcan Value Partners sold 2,018,211 SAP shares in Q4 2021, an estimated $273M.
  • Vulcan Value Partners first reported a position in SAP in Q1 2021 and held it in 3 quarters.
  • Vulcan Value Partners's SAP position peaked at $610M in Q2 2021.
  • 534 funds tracked by Wall St. Rank held SAP as of Q4 2021.

Based on Vulcan Value Partners's 13F filing for Q4 2021, filed 14 Feb 2022.