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Carlson Capital Management’s Veeva Systems VEEV Stock Holding History

Carlson Capital 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
Q1 		– Sell
-1,243
Closed -$239K – 198
2023
Q4 		$239K Sell
1,243
-16
-1% -$3.02K 0.01% 180
2023
Q3 		$256K Buy
+1,259
New +$254K 0.02% 150

Other funds holding VEEV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Carlson Capital Management's VEEV Position: Q1 2024 in Review

Carlson Capital Management sold out of Veeva Systems (VEEV) in Q1 2024, closing a stake of 1,243 shares — an estimated $239K sold.

Carlson Capital Management first reported a position in VEEV in Q3 2023 and held it in 2 quarters. The position peaked at $256K in Q3 2023. 916 funds tracked by Wall St. Rank hold VEEV as of Q1 2024.

  • Carlson Capital Management reported no remaining Veeva Systems position as of Q1 2024 after selling out during the quarter.
  • Carlson Capital Management sold 1,243 Veeva Systems shares in Q1 2024, an estimated $239K.
  • Carlson Capital Management first reported a position in Veeva Systems in Q3 2023 and held it in 2 quarters.
  • Carlson Capital Management's Veeva Systems position peaked at $256K in Q3 2023.
  • 916 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2024.

Based on Carlson Capital Management's 13F filing for Q1 2024, filed 12 Apr 2024.