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User

C.T. Fitzpatrick

Vulcan Value Partners

Vulcan Value Partners SAP SE-SPONSORED ADR stake

total: 273

Vulcan Value Partners SAP trades

Total transactions:
4
New positions:
1
Sold out:
1
Reduced:
2
Held since:
2021 Q1
Held for:
3 quarters
Latest activity:
2021 Q4
According to 2026 Q2 report, Vulcan Value Partners doesn't hold any SAP SE-SPONSORED ADR (SAP) shares. To date, the estimated cost basis is nearly $122.73 for "buy" trades and estimated average "sell" price is $135.61. Vulcan Value Partners first purchased SAP in 2021 Q1, initially acquiring about 4.50M shares. Since the initial investment in SAP SE-SPONSORED ADR (SAP), Vulcan Value Partners has made 3 more transactions.

When did Vulcan Value Partners sell SAP SE-SPONSORED ADR (SAP)?

Vulcan Value Partners sold off the entire SAP SE-SPONSORED ADR (SAP) position in 2021 Q4.

When did Vulcan Value Partners buy SAP SE-SPONSORED ADR (SAP)?

Vulcan Value Partners first invested in SAP SE-SPONSORED ADR (SAP) in 2021 Q1 at the reported quarter-end price of $122.73 per share.

What's the cost basis of Vulcan Value Partners's SAP stake?

The estimated cost basis for SAP SE-SPONSORED ADR (SAP) stake is around $122.73 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$122.73
Weighted AVG sell price:
$135.61

Vulcan Value Partners's historical trades in SAP SE-SPONSORED ADR

4 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2021 Q4
0.00%
0
$135.41
-100% (-2,018,211)
-1.47%
2021 Q3
1.47%
2,018,211
$135.41
$273,277,000
-53.41% (-2,313,353)
-1.7%
2021 Q2
3.31%
4,331,564
$140.88
$610,224,000
-3.69% (-166,035)
-0.14%
2021 Q1
3.26%
4,497,599
$122.73
$552,001,000
new
+3.26%
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.