Advisory Research’s Veeva Systems VEEV Stock Holding History

Advisory Research’s Portfolio VEEV Stock Details VEEV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-1,455	Closed	-$341K	–	346
2020 Q2	$341K	Sell	1,455 -567	-28%	-$112K	0.03%	275
2020 Q1	$316K	Sell	2,022 -327	-14%	-$47.9K	0.02%	239
2019 Q4	$330K	Buy	+2,349	New	+$345K	0.02%	281
2019 Q3	–	Sell	-1,299	Closed	-$211K	–	365
2019 Q2	$211K	Sell	1,299 -2,811	-68%	-$410K	﹤0.01%	355
2019 Q1	$521K	Buy	4,110 +239	+6%	+$27K	0.01%	293
2018 Q4	$346K	Sell	3,871 -134	-3%	-$12.2K	0.01%	325
2018 Q3	$436K	Sell	4,005 -5,738	-59%	-$520K	0.01%	311
2018 Q2	$749K	Buy	9,743 +762	+8%	+$57.9K	0.01%	283
2018 Q1	$656K	Buy	+8,981	New	+$581K	0.01%	291
2017 Q4	–	Sell	-16,581	Closed	-$935K	–	443
2017 Q3	$935K	Sell	16,581 -19,221	-54%	-$1.17M	0.01%	317
2017 Q2	$2.19M	Sell	35,802 -10,605	-23%	-$612K	0.03%	209
2017 Q1	$2.38M	Buy	46,407 +16,513	+55%	+$742K	0.04%	232
2016 Q4	$1.22M	Buy	+29,894	New	+$1.22M	0.02%	259

Other funds holding VEEV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Advisory Research's VEEV Position: Q3 2020 in Review

Advisory Research sold out of Veeva Systems (VEEV) in Q3 2020, closing a stake of 1,455 shares — an estimated $341K sold.

Advisory Research first reported a position in VEEV in Q4 2016 and held it in 13 quarters. The position peaked at $2.38M in Q1 2017. 748 funds tracked by Wall St. Rank hold VEEV as of Q3 2020.

Advisory Research reported no remaining Veeva Systems position as of Q3 2020 after selling out during the quarter.
Advisory Research sold 1,455 Veeva Systems shares in Q3 2020, an estimated $341K.
Advisory Research first reported a position in Veeva Systems in Q4 2016 and held it in 13 quarters.
Advisory Research's Veeva Systems position peaked at $2.38M in Q1 2017.
748 funds tracked by Wall St. Rank held Veeva Systems as of Q3 2020.

Based on Advisory Research's 13F filing for Q3 2020, filed 12 Nov 2020.