VVP
Vulcan Value Partners’s SAP SAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | -$313M | 1.47% | 21 |
|
|
2021
Q2 | $610M | Sell |
4,331,564
-166,035
| -4% | -$23.4M | 3.31% | 15 |
|
|
2021
Q1 | $552M | Buy |
+4,497,599
| New | +$552M | 3.26% | 15 |
|