Vulcan Value Partners Large Cap Portfolio adds SAP, NOW; exits CSGP, DEO among Q1 moves (SAP:NYSE)
Summary
Vulcan Value Partners Large Cap Q1: -14.1% return, key detractors, new buys (SAP, ServiceNow) and exits.
Description
Vulcan Value Partners Large Cap Q1: -14.1% return, key detractors, new buys (SAP, ServiceNow) and exits.
Original reporting
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