Ensemble 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
2024
Q3
$34.1M Sell
162,357
-29,605
-15% -$5.85M 2.89% 17
2024
Q2
$35.1M Buy
+191,962
New +$38.1M 2.73% 17

Other funds holding VEEV

Ensemble Capital Management's VEEV Position: Q3 2024 in Review

Ensemble Capital Management reduced its Veeva Systems (VEEV) stake by 15% in Q3 2024, selling an estimated $5.85M and leaving 162,357 shares worth $34.1M. The position accounts for 2.89% of the portfolio, ranked #17.

Ensemble Capital Management first reported a position in VEEV in Q2 2024 and has held it in 2 quarters since. The position peaked at $35.1M in Q2 2024. 960 funds tracked by Wall St. Rank hold VEEV as of Q3 2024.

  • Ensemble Capital Management held 162,357 shares of Veeva Systems worth $34.1M as of Q3 2024.
  • Ensemble Capital Management sold 29,605 Veeva Systems shares in Q3 2024, an estimated $5.85M.
  • Veeva Systems made up 2.89% of Ensemble Capital Management's portfolio in Q3 2024, its #17 holding.
  • Ensemble Capital Management first reported a position in Veeva Systems in Q2 2024 and has held it in 2 quarters since.
  • Ensemble Capital Management's Veeva Systems position peaked at $35.1M in Q2 2024.
  • 960 funds tracked by Wall St. Rank held Veeva Systems as of Q3 2024.

Based on Ensemble Capital Management's 13F filing for Q3 2024, filed 12 Nov 2024.