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Joho Capital’s Veeco VECO Stock Holding History

Joho Capital’s Portfolio VECO Stock Details VECO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-698,156
Closed -$24.4M – 9
2014
Q4 		$24.4M Sell
698,156
-395,231
-36% -$13.8M 4.67% 8
2014
Q3 		$38.2M Sell
1,093,387
-254,413
-19% -$8.95M 6.48% 6
2014
Q2 		$50.2M Sell
1,347,800
-183,451
-12% -$6.55M 7.67% 4
2014
Q1 		$64.2M Sell
1,531,251
-1,004,682
-40% -$38.8M 10.26% 3
2013
Q4 		$83.5M Buy
2,535,933
+1,594,976
+170% +$51.6M 5.71% 5
2013
Q3 		$35M Hold
940,957
– – 2.63% 13
2013
Q2 		$33.3M Buy
+940,957
New +$35.4M 2.86% 10

Other funds holding VECO

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Joho Capital's VECO Position: Q1 2015 in Review

Joho Capital sold out of Veeco (VECO) in Q1 2015, closing a stake of 698,156 shares — an estimated $24.4M sold.

Joho Capital first reported a position in VECO in Q2 2013 and held it in 7 quarters. The position peaked at $83.5M in Q4 2013. 149 funds tracked by Wall St. Rank hold VECO as of Q1 2015.

  • Joho Capital reported no remaining Veeco position as of Q1 2015 after selling out during the quarter.
  • Joho Capital sold 698,156 Veeco shares in Q1 2015, an estimated $24.4M.
  • Joho Capital first reported a position in Veeco in Q2 2013 and held it in 7 quarters.
  • Joho Capital's Veeco position peaked at $83.5M in Q4 2013.
  • 149 funds tracked by Wall St. Rank held Veeco as of Q1 2015.

Based on Joho Capital's 13F filing for Q1 2015, filed 15 May 2015.