Allen Investment Management’s Veeva Systems VEEV Stock Holding History

Allen Investment Management’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
2024 Q3	–	Sell	-63,693	Closed	-$11.7M	–	224
2024 Q2	$11.7M	Buy	63,693 +5,668	+10%	+$1.13M	0.14%	67
2024 Q1	$13.4M	Buy	58,025 +12,064	+26%	+$2.6M	0.17%	59
2023 Q4	$8.85M	Buy	45,961 +2,069	+5%	+$390K	0.12%	71
2023 Q3	$8.93M	Buy	43,892 +3,167	+8%	+$638K	0.13%	65
2023 Q2	$8.05M	Buy	40,725 +30,607	+303%	+$5.58M	0.12%	66
2023 Q1	$1.86M	Buy	+10,118	New	+$1.73M	0.03%	102
2019 Q4	–	Sell	-14,779	Closed	-$2.26M	–	188
2019 Q3	$2.26M	Hold	14,779	–	–	0.06%	94
2019 Q2	$2.4M	Hold	14,779	–	–	0.07%	95
2019 Q1	$1.88M	Buy	14,779 +29	+0.2%	+$3.27K	0.06%	93
2018 Q4	$1.32M	Buy	+14,750	New	+$1.35M	0.05%	87
2017 Q4	–	Sell	-24,988	Closed	-$1.41M	–	206
2017 Q3	$1.41M	Hold	24,988	–	–	0.06%	82
2017 Q2	$1.53M	Buy	+24,988	New	+$1.44M	0.07%	86

Other funds holding VEEV

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

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

AllianceBernstein

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

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates

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

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

Fidelity Investments

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artisan Partners

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