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Lenox Wealth Management’s Veeva Systems VEEV Stock Holding History

Lenox Wealth 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
2019
Q3 		– Sell
-188
Closed -$30K – 733
2019
Q2 		$30K Sell
188
-43
-19% -$6.27K 0.01% 292
2019
Q1 		$29K Sell
231
-143
-38% -$16.1K 0.01% 297
2018
Q4 		$18K Buy
+374
New +$34.2K 0.01% 312

Other funds holding VEEV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Lenox Wealth Management's VEEV Position: Q3 2019 in Review

Lenox Wealth Management sold out of Veeva Systems (VEEV) in Q3 2019, closing a stake of 188 shares — an estimated $30K sold.

Lenox Wealth Management first reported a position in VEEV in Q4 2018 and held it in 3 quarters. The position peaked at $30K in Q2 2019. 601 funds tracked by Wall St. Rank hold VEEV as of Q3 2019.

  • Lenox Wealth Management reported no remaining Veeva Systems position as of Q3 2019 after selling out during the quarter.
  • Lenox Wealth Management sold 188 Veeva Systems shares in Q3 2019, an estimated $30K.
  • Lenox Wealth Management first reported a position in Veeva Systems in Q4 2018 and held it in 3 quarters.
  • Lenox Wealth Management's Veeva Systems position peaked at $30K in Q2 2019.
  • 601 funds tracked by Wall St. Rank held Veeva Systems as of Q3 2019.

Based on Lenox Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.