Disciplined Investments’s Veeva Systems VEEV Stock Holding History

Disciplined 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
2023 Q3	–	Sell	-114	Closed	-$22.5K	–	1484
2023 Q2	$22.5K	Buy	114 +1	+0.9%	+$182	0.01%	277
2023 Q1	$20.8K	Sell	113 -1	-0.9%	-$171	0.01%	304
2022 Q4	$18.4K	Buy	114 +1	+0.9%	+$171	0.01%	290
2022 Q3	$19K	Sell	113 -1	-0.9%	-$200	0.01%	313
2022 Q2	$23K	Buy	114 +1	+0.9%	+$184	0.01%	309
2022 Q1	$24K	Sell	113 -6	-5%	-$1.3K	0.01%	313
2021 Q4	$30K	Hold	119	–	–	0.01%	261
2021 Q3	$34K	Hold	119	–	–	0.02%	231
2021 Q2	$37K	Hold	119	–	–	0.02%	217
2021 Q1	$31K	Buy	119 +9	+8%	+$2.51K	0.02%	204
2020 Q4	$30K	Sell	110 -17	-13%	-$4.76K	0.02%	179
2020 Q3	$36K	Hold	127	–	–	0.03%	176
2020 Q2	$30K	Hold	127	–	–	0.02%	196
2020 Q1	$20K	Hold	127	–	–	0.02%	218
2019 Q4	$18K	Buy	+127	New	+$18.7K	0.02%	252

Other funds holding VEEV

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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Disciplined Investments's VEEV Position: Q3 2023 in Review

Disciplined Investments sold out of Veeva Systems (VEEV) in Q3 2023, closing a stake of 114 shares — an estimated $22.5K sold.

Disciplined Investments first reported a position in VEEV in Q4 2019 and held it in 15 quarters. The position peaked at $37K in Q2 2021. 831 funds tracked by Wall St. Rank hold VEEV as of Q3 2023.

Disciplined Investments reported no remaining Veeva Systems position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 114 Veeva Systems shares in Q3 2023, an estimated $22.5K.
Disciplined Investments first reported a position in Veeva Systems in Q4 2019 and held it in 15 quarters.
Disciplined Investments's Veeva Systems position peaked at $37K in Q2 2021.
831 funds tracked by Wall St. Rank held Veeva Systems as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.