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Crescent Grove Advisors’s Veeva Systems VEEV Stock Holding History

Crescent Grove 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
2023
Q3 		– Sell
-1,100
Closed -$218K – 302
2023
Q2 		$218K Hold
1,100
– – 0.02% 273
2023
Q1 		$202K Buy
+1,100
New +$188K 0.02% 271
2022
Q2 		– Sell
-989
Closed -$210K – 299
2022
Q1 		$210K Buy
+989
New +$215K 0.02% 278
2021
Q3 		– Sell
-655
Closed -$204K – 289
2021
Q2 		$204K Buy
+655
New +$183K 0.02% 250

Other funds holding VEEV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Crescent Grove Advisors's VEEV Position: Q3 2023 in Review

Crescent Grove Advisors sold out of Veeva Systems (VEEV) in Q3 2023, closing a stake of 1,100 shares — an estimated $218K sold.

Crescent Grove Advisors first reported a position in VEEV in Q2 2021 and held it in 4 quarters. The position peaked at $218K in Q2 2023. 830 funds tracked by Wall St. Rank hold VEEV as of Q3 2023.

  • Crescent Grove Advisors reported no remaining Veeva Systems position as of Q3 2023 after selling out during the quarter.
  • Crescent Grove Advisors sold 1,100 Veeva Systems shares in Q3 2023, an estimated $218K.
  • Crescent Grove Advisors first reported a position in Veeva Systems in Q2 2021 and held it in 4 quarters.
  • Crescent Grove Advisors's Veeva Systems position peaked at $218K in Q2 2023.
  • 830 funds tracked by Wall St. Rank held Veeva Systems as of Q3 2023.

Based on Crescent Grove Advisors's 13F filing for Q3 2023, filed 25 Oct 2023.