ET
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Equitable Trust’s Veeva Systems VEEV Stock Holding History

Equitable 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
2022
Q4 		– Sell
-1,333
Closed -$220K – 418
2022
Q3 		$220K Buy
1,333
+80
+6% +$16K 0.02% 356
2022
Q2 		$248K Sell
1,253
-1,347
-52% -$248K 0.02% 346
2022
Q1 		$552K Buy
2,600
+456
+21% +$98.9K 0.04% 238
2021
Q4 		$548K Sell
2,144
-298
-12% -$86.6K 0.03% 239
2021
Q3 		$704K Sell
2,442
-177
-7% -$56.2K 0.04% 204
2021
Q2 		$814K Sell
2,619
-197
-7% -$54.9K 0.05% 201
2021
Q1 		$735K Sell
2,816
-681
-19% -$190K 0.05% 203
2020
Q4 		$952K Buy
3,497
+65
+2% +$18.2K 0.07% 184
2020
Q3 		$965K Sell
3,432
-63
-2% -$16.6K 0.08% 172
2020
Q2 		$820K Buy
3,495
+193
+6% +$38.3K 0.08% 172
2020
Q1 		$516K Buy
+3,302
New +$484K 0.06% 202

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return