Congress Asset Management’s Veeva Systems VEEV Stock Holding History

Congress Asset Management’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 Q2	–	Sell	-36,754	Closed	-$8.52M	–	376
2024 Q1	$8.52M	Sell	36,754 -1,447	-4%	-$312K	0.06%	195
2023 Q4	$7.35M	Sell	38,201 -377,631	-91%	-$71.2M	0.06%	206
2023 Q3	$84.6M	Sell	415,832 -1,842	-0.4%	-$371K	0.75%	67
2023 Q2	$82.6M	Buy	417,674 +14,537	+4%	+$2.65M	0.72%	67
2023 Q1	$74.1M	Buy	403,137 +146,409	+57%	+$25M	0.69%	73
2022 Q4	$41.4M	Sell	256,728 -35,452	-12%	-$6.06M	0.42%	79
2022 Q3	$48.2M	Buy	292,180 +259,568	+796%	+$51.9M	0.52%	77
2022 Q2	$6.46M	Sell	32,612 -3,326	-9%	-$612K	0.06%	193
2022 Q1	$7.63M	Buy	35,938 +1,427	+4%	+$310K	0.06%	190
2021 Q4	$8.82M	Sell	34,511 -8,334	-19%	-$2.42M	0.07%	180
2021 Q3	$12.3M	Buy	42,845 +8,972	+26%	+$2.85M	0.1%	126
2021 Q2	$10.5M	Buy	33,873 +678	+2%	+$189K	0.09%	134
2021 Q1	$8.67M	Buy	33,195 +2,084	+7%	+$581K	0.08%	147
2020 Q4	$8.47M	Buy	31,111 +1,742	+6%	+$488K	0.08%	141
2020 Q3	$8.26M	Buy	29,369 +71	+0.2%	+$18.7K	0.09%	123
2020 Q2	$6.87M	Sell	29,298 -134	-0.5%	-$26.6K	0.08%	131
2020 Q1	$4.6M	Buy	29,432 +1,687	+6%	+$247K	0.07%	150
2019 Q4	$3.9M	Buy	27,745 +42	+0.2%	+$6.17K	0.05%	194
2019 Q3	$4.23M	Buy	27,703 +7,788	+39%	+$1.25M	0.05%	192
2019 Q2	$3.23M	Buy	19,915 +5,264	+36%	+$767K	0.04%	236
2019 Q1	$1.86M	Buy	+14,651	New	+$1.65M	0.02%	271

Other funds holding VEEV

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

BlackRock New York $5.7T AUM 30.48% 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

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

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

T. Rowe Price Associates

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments

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

Massachusetts Financial Services

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