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Fulcrum Equity Management’s Veeva Systems VEEV Stock Holding History

Fulcrum Equity 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
Q4 		– Sell
-3,490
Closed -$1.01M – 208
2021
Q3 		$1.01M Sell
3,490
-1,625
-32% -$516K 0.39% 63
2021
Q2 		$1.59M Sell
5,115
-1,786
-26% -$498K 0.59% 53
2021
Q1 		$1.8M Sell
6,901
-732
-10% -$204K 0.71% 51
2020
Q4 		$2.08M Sell
7,633
-1,198
-14% -$336K 0.83% 45
2020
Q3 		$2.48M Buy
8,831
+1,742
+25% +$459K 1.15% 25
2020
Q2 		$1.66M Buy
7,089
+176
+3% +$34.9K 0.79% 21
2020
Q1 		$1.08M Buy
6,913
+1,924
+39% +$282K 0.77% 3
2019
Q4 		$702K Buy
4,989
+242
+5% +$35.6K 0.37% 39
2019
Q3 		$725K Buy
4,747
+605
+15% +$97K 0.37% 28
2019
Q2 		$672K Sell
4,142
-170
-4% -$24.8K 0.32% 29
2019
Q1 		$547K Sell
4,312
-5,426
-56% -$612K 0.19% 33
2018
Q4 		$870K Buy
+9,738
New +$890K 0.32% 10

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 $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Fulcrum Equity Management's VEEV Position: Q4 2021 in Review

Fulcrum Equity Management sold out of Veeva Systems (VEEV) in Q4 2021, closing a stake of 3,490 shares — an estimated $1.01M sold.

Fulcrum Equity Management first reported a position in VEEV in Q4 2018 and held it in 12 quarters. The position peaked at $2.48M in Q3 2020. 838 funds tracked by Wall St. Rank hold VEEV as of Q4 2021.

  • Fulcrum Equity Management reported no remaining Veeva Systems position as of Q4 2021 after selling out during the quarter.
  • Fulcrum Equity Management sold 3,490 Veeva Systems shares in Q4 2021, an estimated $1.01M.
  • Fulcrum Equity Management first reported a position in Veeva Systems in Q4 2018 and held it in 12 quarters.
  • Fulcrum Equity Management's Veeva Systems position peaked at $2.48M in Q3 2020.
  • 838 funds tracked by Wall St. Rank held Veeva Systems as of Q4 2021.

Based on Fulcrum Equity Management's 13F filing for Q4 2021, filed 25 Jan 2022.