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Evercore Wealth Management’s Veeva Systems VEEV Stock Holding History

Evercore Wealth Management’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
2018
Q1 		– Sell
-89
Closed -$5K – 772
2017
Q4 		$5K Hold
89
– – ﹤0.01% 857
2017
Q3 		$5K Sell
89
-42
-32% -$2.55K ﹤0.01% 847
2017
Q2 		$8K Buy
+131
New +$7.56K ﹤0.01% 852

Other funds holding VEEV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Evercore Wealth Management's VEEV Position: Q1 2018 in Review

Evercore Wealth Management sold out of Veeva Systems (VEEV) in Q1 2018, closing a stake of 89 shares — an estimated $5K sold.

Evercore Wealth Management first reported a position in VEEV in Q2 2017 and held it in 3 quarters. The position peaked at $8K in Q2 2017. 409 funds tracked by Wall St. Rank hold VEEV as of Q1 2018.

  • Evercore Wealth Management reported no remaining Veeva Systems position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 89 Veeva Systems shares in Q1 2018, an estimated $5K.
  • Evercore Wealth Management first reported a position in Veeva Systems in Q2 2017 and held it in 3 quarters.
  • Evercore Wealth Management's Veeva Systems position peaked at $8K in Q2 2017.
  • 409 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.