AGF Investments LLC’s Veeva Systems VEEV Stock Holding History

AGF Investments LLC’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
2021 Q4	–	Sell	-531	Closed	-$153K	–	497
2021 Q3	$153K	Sell	531 -25	-4%	-$7.93K	0.02%	300
2021 Q2	$173K	Sell	556 -2,185	-80%	-$609K	0.02%	302
2021 Q1	$716K	Sell	2,741 -516	-16%	-$144K	0.09%	76
2020 Q4	$887K	Sell	3,257 -3,775	-54%	-$1.06M	0.11%	76
2020 Q3	$1.98M	Sell	7,032 -4,585	-39%	-$1.21M	0.22%	25
2020 Q2	$2.72M	Buy	11,617 +5,401	+87%	+$1.07M	0.28%	40
2020 Q1	$972K	Sell	6,216 -4,570	-42%	-$670K	0.13%	102
2019 Q4	$1.52M	Buy	10,786 +2,276	+27%	+$334K	0.28%	91
2019 Q3	$1.3M	Buy	8,510 +4,493	+112%	+$721K	0.31%	87
2019 Q2	$651K	Sell	4,017 -2,147	-35%	-$313K	0.14%	151
2019 Q1	$782K	Buy	6,164 +5,877	+2,048%	+$663K	0.18%	124
2018 Q4	$26K	Buy	+287	New	+$26.2K	﹤0.01%	505
2017 Q3	–	Sell	-156	Closed	-$9K	–	809
2017 Q2	$9K	Sell	156 -32	-17%	-$1.85K	﹤0.01%	634
2017 Q1	$10K	Sell	188 -54	-22%	-$2.42K	﹤0.01%	562
2016 Q4	$11K	Buy	+242	New	+$9.88K	﹤0.01%	540

Other funds holding VEEV

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Franklin Resources

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

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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