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 $1.66T AUM 25.57% 1-Year Est. Return

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return