Echo Street Capital Management’s Veeva Systems VEEV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-584,395	Closed	-$119M	–	409
2023 Q3	$119M	Sell	584,395 -229,208	-28%	-$46.2M	1.11%	32
2023 Q2	$161M	Sell	813,603 -227,689	-22%	-$41.5M	1.38%	25
2023 Q1	$191M	Sell	1,041,292 -56,083	-5%	-$9.57M	1.72%	18
2022 Q4	$177M	Buy	1,097,375 +197,499	+22%	+$33.7M	1.72%	17
2022 Q3	$148M	Buy	899,876 +142,271	+19%	+$28.4M	1.42%	21
2022 Q2	$150M	Buy	757,605 +73,201	+11%	+$13.5M	1.36%	21
2022 Q1	$145M	Buy	684,404 +119,608	+21%	+$25.9M	1.05%	37
2021 Q4	$144M	Buy	564,796 +130,115	+30%	+$37.8M	0.97%	41
2021 Q3	$125M	Buy	434,681 +18,843	+5%	+$5.98M	0.88%	50
2021 Q2	$129M	Buy	415,838 +92,587	+29%	+$25.8M	1%	38
2021 Q1	$84.4M	Buy	323,251 +62,917	+24%	+$17.5M	0.75%	68
2020 Q4	$70.9M	Buy	260,334 +73,393	+39%	+$20.6M	0.71%	71
2020 Q3	$52.6M	Sell	186,941 -9,430	-5%	-$2.49M	0.9%	53
2020 Q2	$46M	Buy	196,371 +10,221	+5%	+$2.03M	0.54%	75
2020 Q1	$29.1M	Sell	186,150 -81,634	-30%	-$12M	0.63%	64
2019 Q4	$37.7M	Buy	267,784 +190,342	+246%	+$28M	0.58%	66
2019 Q3	$11.8M	Sell	77,442 -19,347	-20%	-$3.1M	0.2%	133
2019 Q2	$15.7M	Buy	96,789 +18,425	+24%	+$2.68M	0.28%	118
2019 Q1	$9.94M	Sell	78,364 -3,631	-4%	-$410K	0.2%	138
2018 Q4	$7.32M	Sell	81,995 -33,758	-29%	-$3.08M	0.18%	142
2018 Q3	$12.6M	Buy	+115,753	New	+$10.5M	0.28%	111