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Jacobi Capital Management’s Veeva Systems VEEV Stock Holding History

Jacobi Capital 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
-50
Closed -$14K – 1285
2021
Q3 		$14K Sell
50
-100
-67% -$31.7K ﹤0.01% 985
2021
Q2 		$47K Hold
150
– – 0.01% 642
2021
Q1 		$39K Hold
150
– – 0.01% 636
2020
Q4 		$41K Hold
150
– – 0.01% 571
2020
Q3 		$42K Hold
150
– – 0.01% 531
2020
Q2 		$35K Buy
+150
New +$29.7K 0.01% 539

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

Jacobi Capital Management's VEEV Position: Q4 2021 in Review

Jacobi Capital Management sold out of Veeva Systems (VEEV) in Q4 2021, closing a stake of 50 shares — an estimated $14K sold.

Jacobi Capital Management first reported a position in VEEV in Q2 2020 and held it in 6 quarters. The position peaked at $47K in Q2 2021. 838 funds tracked by Wall St. Rank hold VEEV as of Q4 2021.

  • Jacobi Capital Management reported no remaining Veeva Systems position as of Q4 2021 after selling out during the quarter.
  • Jacobi Capital Management sold 50 Veeva Systems shares in Q4 2021, an estimated $14K.
  • Jacobi Capital Management first reported a position in Veeva Systems in Q2 2020 and held it in 6 quarters.
  • Jacobi Capital Management's Veeva Systems position peaked at $47K in Q2 2021.
  • 838 funds tracked by Wall St. Rank held Veeva Systems as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.