Polen Capital acquired 1.27 Million Sap SE shares worth $242 Million. That's 0.57% of their equity portfolio (27th largest holding). The first Sap SE trade was made in Q2 2013. Since then Polen Capital bought shares 21 more times and sold shares on eight occasions. The stake costed the investor $147 Million, netting the investor a gain of 65% so far.
Polen Capital, an investment management company, released its “Polen Global Growth Strategy” first-quarter 2024 investor letter. A copy of the letter can be ...
Insider Monkey, 23 days agoPolen Capital, an investment management company, released its “Polen Global Growth Strategy” fourth-quarter 2023 investor letter. A copy of the same can be d...
Insider Monkey, 3 months agoBMO Capital Markets analyst Keith Bachman reiterated the Market Perform rating on SAP SE (NYSE: SAP ), raising the price target to $147 from $140. Bachman no...
Benzinga, 7 months agoPolen Capital, an investment management company, released its “Polen Global Growth Strategy” first-quarter 2023 investor letter. A copy of the same can be do...
Insider Monkey, about 1 year ago