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Columbia Trust’s Veeva Systems VEEV Stock Holding History

Columbia Trust’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
Q4 		$563K Buy
2,922
+587
+25% +$111K 0.25% 94
2023
Q3 		$475K Buy
2,335
+74
+3% +$14.9K 0.28% 89
2023
Q2 		$447K Sell
2,261
-69
-3% -$12.6K 0.25% 92
2023
Q1 		$428K Buy
2,330
+319
+16% +$54.4K 0.25% 98
2022
Q4 		$325K Sell
2,011
-494
-20% -$84.4K 0.18% 115
2022
Q3 		$413K Buy
2,505
+163
+7% +$32.6K 0.23% 95
2022
Q2 		$464K Buy
2,342
+59
+3% +$10.9K 0.25% 94
2022
Q1 		$438K Buy
2,283
+511
+29% +$111K 0.21% 103
2021
Q4 		$511K Hold
1,772
– – 0.27% 94
2021
Q3 		$511K Buy
1,772
+74
+4% +$23.5K 0.27% 94
2021
Q2 		$528K Buy
1,698
+296
+21% +$82.5K 0.3% 92
2021
Q1 		$365K Buy
1,402
+153
+12% +$42.6K 0.23% 107
2020
Q4 		$339K Buy
+1,249
New +$350K 0.24% 99

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Columbia Trust's VEEV Position: Q4 2023 in Review

Columbia Trust increased its Veeva Systems (VEEV) stake by 25% in Q4 2023, buying an estimated $111K and bringing the position to 2,922 shares worth $563K. The position accounts for 0.25% of the portfolio, ranked #94.

Columbia Trust first reported a position in VEEV in Q4 2020 and has held it in 13 quarters since. 878 funds tracked by Wall St. Rank hold VEEV as of Q4 2023.

  • Columbia Trust held 2,922 shares of Veeva Systems worth $563K as of Q4 2023.
  • Columbia Trust bought 587 Veeva Systems shares in Q4 2023, an estimated $111K.
  • Veeva Systems made up 0.25% of Columbia Trust's portfolio in Q4 2023, its #94 holding.
  • Columbia Trust first reported a position in Veeva Systems in Q4 2020 and has held it in 13 quarters since.
  • 878 funds tracked by Wall St. Rank held Veeva Systems as of Q4 2023.

Based on Columbia Trust's 13F filing for Q4 2023, filed 17 Jan 2024.