Cascade Investment Advisors’s Veeva Systems VEEV Stock Holding History

Cascade Investment 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
2023 Q2	–	Sell	-75	Closed	-$13.8K	–	224
2023 Q1	$13.8K	Buy	+75	New	+$12.8K	0.01%	204
2022 Q3	–	Sell	-75	Closed	-$14.9K	–	218
2022 Q2	$14.9K	Hold	75	–	–	0.01%	202
2022 Q1	$15.9K	Hold	75	–	–	0.01%	223
2021 Q4	$19.2K	Hold	75	–	–	0.01%	215
2021 Q3	$21.6K	Hold	75	–	–	0.01%	202
2021 Q2	$23.3K	Buy	75 +10	+15%	+$2.79K	0.01%	202
2021 Q1	$17K	Buy	65 +15	+30%	+$4.18K	0.01%	210
2020 Q4	$13.6K	Hold	50	–	–	0.01%	216
2020 Q3	$14.1K	Hold	50	–	–	0.01%	204
2020 Q2	$11.7K	Hold	50	–	–	0.01%	207
2020 Q1	$7.82K	Hold	50	–	–	0.01%	217
2019 Q4	$7.03K	Sell	50 -335	-87%	-$49.2K	0.01%	238
2019 Q3	$58.8K	Buy	385 +335	+670%	+$53.7K	0.05%	137
2019 Q2	$8.11K	Hold	50	–	–	0.01%	222
2019 Q1	$6.34K	Buy	+50	New	+$5.64K	0.01%	216

Other funds holding VEEV

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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cascade Investment Advisors's VEEV Position: Q2 2023 in Review

Cascade Investment Advisors sold out of Veeva Systems (VEEV) in Q2 2023, closing a stake of 75 shares — an estimated $13.8K sold.

Cascade Investment Advisors first reported a position in VEEV in Q1 2019 and held it in 15 quarters. The position peaked at $58.8K in Q3 2019. 822 funds tracked by Wall St. Rank hold VEEV as of Q2 2023.

Cascade Investment Advisors reported no remaining Veeva Systems position as of Q2 2023 after selling out during the quarter.
Cascade Investment Advisors sold 75 Veeva Systems shares in Q2 2023, an estimated $13.8K.
Cascade Investment Advisors first reported a position in Veeva Systems in Q1 2019 and held it in 15 quarters.
Cascade Investment Advisors's Veeva Systems position peaked at $58.8K in Q3 2019.
822 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2023.

Based on Cascade Investment Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.