Catalyst Capital Advisors’s Veeva Systems VEEV Stock Holding History

Catalyst 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
2025 Q1	–	Sell	-363	Closed	-$76.3K	–	549
2024 Q4	$76.3K	Buy	363 +279	+332%	+$61.4K	﹤0.01%	337
2024 Q3	$17.6K	Buy	+84	New	+$16.6K	﹤0.01%	472
2022 Q2	–	Sell	-3,460	Closed	-$735K	–	400
2022 Q1	$735K	Hold	3,460	–	–	0.03%	172
2021 Q4	$884K	Buy	3,460 +90	+3%	+$26.2K	0.04%	168
2021 Q3	$971K	Hold	3,370	–	–	0.05%	170
2021 Q2	$1.05M	Hold	3,370	–	–	0.05%	168
2021 Q1	$880K	Hold	3,370	–	–	0.05%	164
2020 Q4	$917K	Sell	3,370 -1,530	-31%	-$429K	0.05%	152
2020 Q3	$1.38M	Hold	4,900	–	–	0.08%	128
2020 Q2	$1.15M	Buy	+4,900	New	+$972K	0.06%	139
2019 Q1	–	Sell	-22,100	Closed	-$1.97M	–	478
2018 Q4	$1.97M	Sell	22,100 -10,000	-31%	-$914K	0.07%	116
2018 Q3	$3.5M	Sell	32,100 -900	-3%	-$81.6K	0.11%	101
2018 Q2	$2.54M	Buy	+33,000	New	+$2.51M	0.09%	119

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

JP Morgan Chase

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

Massachusetts Financial Services

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

Principal Financial Group

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