Bleakley Financial Group’s Veeva Systems VEEV Stock Holding History

Bleakley Financial Group’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
2025 Q1	–	Sell	-4,422	Closed	-$930K	–	983
2024 Q4	$930K	Sell	4,422 -54	-1%	-$11.9K	0.03%	437
2024 Q3	$939K	Buy	4,476 +445	+11%	+$88K	0.03%	420
2024 Q2	$738K	Buy	4,031 +71	+2%	+$14.1K	0.02%	490
2024 Q1	$917K	Sell	3,960 -1,116	-22%	-$241K	0.03%	449
2023 Q4	$977K	Sell	5,076 -59	-1%	-$11.1K	0.03%	406
2023 Q3	$1.04M	Buy	5,135 +177	+4%	+$35.7K	0.04%	370
2023 Q2	$980K	Buy	4,958 +2,154	+77%	+$393K	0.03%	407
2023 Q1	$515K	Sell	2,804 -687	-20%	-$117K	0.02%	563
2022 Q4	$563K	Buy	+3,491	New	+$597K	0.02%	522

Other funds holding VEEV

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Bleakley Financial Group's VEEV Position: Q1 2025 in Review

Bleakley Financial Group sold out of Veeva Systems (VEEV) in Q1 2025, closing a stake of 4,422 shares — an estimated $930K sold.

Bleakley Financial Group first reported a position in VEEV in Q4 2022 and held it in 9 quarters. The position peaked at $1.04M in Q3 2023. 1,025 funds tracked by Wall St. Rank hold VEEV as of Q1 2025.

Bleakley Financial Group reported no remaining Veeva Systems position as of Q1 2025 after selling out during the quarter.
Bleakley Financial Group sold 4,422 Veeva Systems shares in Q1 2025, an estimated $930K.
Bleakley Financial Group first reported a position in Veeva Systems in Q4 2022 and held it in 9 quarters.
Bleakley Financial Group's Veeva Systems position peaked at $1.04M in Q3 2023.
1,025 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.