Kaizen Advisory’s Veeva Systems VEEV Stock Holding History

Kaizen Advisory’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	$909K	Sell	10,176 -1,975	-16%	-$180K	0.63%	20
2018 Q3	$1.32M	Sell	12,151 -6,508	-35%	-$590K	0.69%	10
2018 Q2	$1.43M	Buy	18,659 +13,991	+300%	+$1.06M	0.73%	19
2018 Q1	$341K	Buy	+4,668	New	+$302K	0.34%	14

Other funds holding VEEV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Kaizen Advisory's VEEV Position: Q4 2018 in Review

Kaizen Advisory reduced its Veeva Systems (VEEV) stake by 16% in Q4 2018, selling an estimated $180K and leaving 10,176 shares worth $909K. The position accounts for 0.63% of the portfolio, ranked #20.

Kaizen Advisory first reported a position in VEEV in Q1 2018 and has held it in 4 quarters since. The position peaked at $1.43M in Q2 2018. 478 funds tracked by Wall St. Rank hold VEEV as of Q4 2018.

Kaizen Advisory held 10,176 shares of Veeva Systems worth $909K as of Q4 2018.
Kaizen Advisory sold 1,975 Veeva Systems shares in Q4 2018, an estimated $180K.
Veeva Systems made up 0.63% of Kaizen Advisory's portfolio in Q4 2018, its #20 holding.
Kaizen Advisory first reported a position in Veeva Systems in Q1 2018 and has held it in 4 quarters since.
Kaizen Advisory's Veeva Systems position peaked at $1.43M in Q2 2018.
478 funds tracked by Wall St. Rank held Veeva Systems as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.