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Cavalier Investments’s Veeva Systems VEEV Stock Holding History

Cavalier Investments’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
2020
Q2 		– Sell
-11,800
Closed -$1.84M – 129
2020
Q1 		$1.84M Hold
11,800
– – 1.09% 26
2019
Q4 		$1.66M Hold
11,800
– – 0.72% 45
2019
Q3 		$1.8M Hold
11,800
– – 0.78% 44
2019
Q2 		$1.91M Hold
11,800
– – 0.8% 37
2019
Q1 		$1.5M Buy
11,800
+2,200
+23% +$248K 0.62% 49
2018
Q4 		$857K Buy
+9,600
New +$877K 0.28% 75
2018
Q1 		– Sell
-30,700
Closed -$1.7M – 196
2017
Q4 		$1.7M Buy
30,700
+19,500
+174% +$1.15M 0.68% 37
2017
Q3 		$632K Buy
+11,200
New +$679K 0.3% 66

Other funds holding VEEV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Cavalier Investments's VEEV Position: Q2 2020 in Review

Cavalier Investments sold out of Veeva Systems (VEEV) in Q2 2020, closing a stake of 11,800 shares — an estimated $1.84M sold.

Cavalier Investments first reported a position in VEEV in Q3 2017 and held it in 8 quarters. The position peaked at $1.91M in Q2 2019. 687 funds tracked by Wall St. Rank hold VEEV as of Q2 2020.

  • Cavalier Investments reported no remaining Veeva Systems position as of Q2 2020 after selling out during the quarter.
  • Cavalier Investments sold 11,800 Veeva Systems shares in Q2 2020, an estimated $1.84M.
  • Cavalier Investments first reported a position in Veeva Systems in Q3 2017 and held it in 8 quarters.
  • Cavalier Investments's Veeva Systems position peaked at $1.91M in Q2 2019.
  • 687 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2020.

Based on Cavalier Investments's 13F filing for Q2 2020, filed 10 Aug 2020.