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Berman Capital Advisors’s Veeva Systems VEEV Stock Holding History

Berman Capital Advisors’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
Q3 		$680K Buy
2,362
+1,125
+91% +$357K 0.11% 104
2021
Q2 		$383K Buy
1,237
+830
+204% +$231K 0.06% 149
2021
Q1 		$106K Sell
407
-315
-44% -$87.8K 0.02% 296
2020
Q4 		$195K Buy
722
+582
+416% +$163K 0.05% 169
2020
Q3 		$39K Buy
140
+4
+3% +$1.05K 0.01% 414
2020
Q2 		$31K Buy
136
+8
+6% +$1.59K 0.01% 436
2020
Q1 		$19K Sell
128
-28
-18% -$4.1K 0.01% 511
2019
Q4 		$21K Buy
156
+41
+36% +$6.02K 0.01% 528
2019
Q3 		$17K Hold
115
– – 0.01% 562
2019
Q2 		$18K Buy
115
+11
+11% +$1.6K 0.01% 551
2019
Q1 		$13K Buy
104
+73
+235% +$8.23K ﹤0.01% 581
2018
Q4 		$1K Buy
+31
New +$2.83K ﹤0.01% 1074
2018
Q3 		– Sell
-35,013
Closed -$2.69M – 127
2018
Q2 		$2.69M Hold
35,013
– – 0.94% 21
2018
Q1 		$2.56M Sell
35,013
-16
-0% -$1.03K 0.98% 22
2017
Q4 		$1.94M Buy
+35,029
New +$2.06M 0.64% 31

Other funds holding VEEV

Vanguard Group
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Berman Capital Advisors's VEEV Position: Q3 2021 in Review

Berman Capital Advisors increased its Veeva Systems (VEEV) stake by 91% in Q3 2021, buying an estimated $357K and bringing the position to 2,362 shares worth $680K. The position accounts for 0.11% of the portfolio, ranked #104.

Berman Capital Advisors first reported a position in VEEV in Q4 2017 and has held it in 15 quarters since. The position peaked at $2.69M in Q2 2018. 823 funds tracked by Wall St. Rank hold VEEV as of Q3 2021.

  • Berman Capital Advisors held 2,362 shares of Veeva Systems worth $680K as of Q3 2021.
  • Berman Capital Advisors bought 1,125 Veeva Systems shares in Q3 2021, an estimated $357K.
  • Veeva Systems made up 0.11% of Berman Capital Advisors's portfolio in Q3 2021, its #104 holding.
  • Berman Capital Advisors first reported a position in Veeva Systems in Q4 2017 and has held it in 15 quarters since.
  • Berman Capital Advisors's Veeva Systems position peaked at $2.69M in Q2 2018.
  • 823 funds tracked by Wall St. Rank held Veeva Systems as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.