IR
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Invictus RG’s Veeva Systems VEEV Stock Holding History

Invictus RG’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
Q4 		– Sell
-10,662
Closed -$1.16M – 137
2018
Q3 		$1.16M Buy
10,662
+3,809
+56% +$345K 0.89% 9
2018
Q2 		$527K Buy
6,853
+3,338
+95% +$254K 0.44% 41
2018
Q1 		$257K Buy
+3,515
New +$227K 0.17% 204
2017
Q3 		– Sell
-5,297
Closed -$325K – 726
2017
Q2 		$325K Buy
5,297
+4,941
+1,388% +$285K 0.24% 167
2017
Q1 		$18K Sell
356
-3,349
-90% -$150K 0.01% 605
2016
Q4 		$151K Sell
3,705
-3,006
-45% -$123K 0.1% 352
2016
Q3 		$277K Buy
+6,711
New +$260K 0.22% 153

Other funds holding VEEV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return