Dubuque Bank & Trust’s Veeva Systems VEEV Stock Holding History

Dubuque Bank & 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
2021 Q4	–	Sell	-4,295	Closed	-$1.24M	–	286
2021 Q3	$1.24M	Sell	4,295 -505	-11%	-$160K	0.14%	91
2021 Q2	$1.49M	Hold	4,800	–	–	0.17%	91
2021 Q1	$1.25M	Buy	4,800 +665	+16%	+$185K	0.14%	93
2020 Q4	$1.13M	Sell	4,135 -105	-2%	-$29.4K	0.14%	95
2020 Q3	$1.19M	Hold	4,240	–	–	0.18%	91
2020 Q2	$994K	Buy	4,240 +1,285	+43%	+$255K	0.15%	95
2020 Q1	$462K	Hold	2,955	–	–	0.09%	136
2019 Q4	$416K	Hold	2,955	–	–	0.06%	137
2019 Q3	$451K	Hold	2,955	–	–	0.07%	119
2019 Q2	$479K	Hold	2,955	–	–	0.08%	113
2019 Q1	$375K	Hold	2,955	–	–	0.06%	121
2018 Q4	$264K	Hold	2,955	–	–	0.05%	131
2018 Q3	$322K	Hold	2,955	–	–	0.05%	128
2018 Q2	$227K	Hold	2,955	–	–	0.04%	173
2018 Q1	$216K	Hold	2,955	–	–	0.03%	201
2017 Q4	$163K	Sell	2,955 -3,725	-56%	-$219K	0.02%	248
2017 Q3	$377K	Hold	6,680	–	–	0.06%	150
2017 Q2	$410K	Buy	+6,680	New	+$386K	0.09%	130

Other funds holding VEEV

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

T. Rowe Price Associates

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Artisan Partners

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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

AllianceBernstein

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

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return