Claris Advisors’s Veeva Systems VEEV Stock Holding History

Claris 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
2024 Q4	–	Sell	-2	Closed	-$420	–	1106
2024 Q3	$420	Buy	+2	New	+$395	﹤0.01%	720

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

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

Claris Advisors's VEEV Position: Q4 2024 in Review

Claris Advisors sold out of Veeva Systems (VEEV) in Q4 2024, closing a stake of 2 shares — an estimated $420 sold.

Claris Advisors first reported a position in VEEV in Q3 2024 and held it in 1 quarter. The position peaked at $420 in Q3 2024. 1,003 funds tracked by Wall St. Rank hold VEEV as of Q4 2024.

Claris Advisors reported no remaining Veeva Systems position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 2 Veeva Systems shares in Q4 2024, an estimated $420.
Claris Advisors first reported a position in Veeva Systems in Q3 2024 and held it in 1 quarter.
Claris Advisors's Veeva Systems position peaked at $420 in Q3 2024.
1,003 funds tracked by Wall St. Rank held Veeva Systems as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.