FM
VEEV icon

Family Management’s Veeva Systems VEEV Stock Holding History

Family 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
2021
Q3 		– Sell
-648
Closed -$201K – 204
2021
Q2 		$201K Buy
+648
New +$181K 0.05% 174
2021
Q1 		– Sell
-10,743
Closed -$2.92M – 186
2020
Q4 		$2.92M Buy
10,743
+1,099
+11% +$308K 1% 39
2020
Q3 		$2.71M Buy
+9,644
New +$2.54M 1.19% 29

Other funds holding VEEV

Vanguard Group
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Family Management's VEEV Position: Q3 2021 in Review

Family Management sold out of Veeva Systems (VEEV) in Q3 2021, closing a stake of 648 shares — an estimated $201K sold.

Family Management first reported a position in VEEV in Q3 2020 and held it in 3 quarters. The position peaked at $2.92M in Q4 2020. 823 funds tracked by Wall St. Rank hold VEEV as of Q3 2021.

  • Family Management reported no remaining Veeva Systems position as of Q3 2021 after selling out during the quarter.
  • Family Management sold 648 Veeva Systems shares in Q3 2021, an estimated $201K.
  • Family Management first reported a position in Veeva Systems in Q3 2020 and held it in 3 quarters.
  • Family Management's Veeva Systems position peaked at $2.92M in Q4 2020.
  • 823 funds tracked by Wall St. Rank held Veeva Systems as of Q3 2021.

Based on Family Management's 13F filing for Q3 2021, filed 15 Nov 2021.