Lumina Fund Management’s Veeva Systems VEEV Stock Holding History

Lumina Fund 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
2023 Q4	–	Sell	-3,000	Closed	-$610K	–	48
2023 Q3	$610K	Hold	3,000	–	–	0.21%	36
2023 Q2	$593K	Hold	3,000	–	–	0.25%	43
2023 Q1	$551K	Hold	3,000	–	–	0.26%	43
2022 Q4	$484K	Hold	3,000	–	–	0.18%	42
2022 Q3	$495K	Hold	3,000	–	–	0.19%	36
2022 Q2	$594K	Hold	3,000	–	–	0.22%	28
2022 Q1	$637K	Buy	+3,000	New	+$651K	0.2%	36
2015 Q1	–	Sell	-50,000	Closed	-$1.32M	–	39
2014 Q4	$1.32M	Sell	50,000 -10,000	-17%	-$281K	0.11%	34
2014 Q3	$1.69M	Hold	60,000	–	–	0.16%	33
2014 Q2	$1.53M	Hold	60,000	–	–	0.07%	35
2014 Q1	$1.6M	Buy	+60,000	New	+$1.94M	0.19%	40

Other funds holding VEEV

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Lumina Fund Management's VEEV Position: Q4 2023 in Review

Lumina Fund Management sold out of Veeva Systems (VEEV) in Q4 2023, closing a stake of 3,000 shares — an estimated $610K sold.

Lumina Fund Management first reported a position in VEEV in Q1 2014 and held it in 11 quarters. The position peaked at $1.69M in Q3 2014. 878 funds tracked by Wall St. Rank hold VEEV as of Q4 2023.

Lumina Fund Management reported no remaining Veeva Systems position as of Q4 2023 after selling out during the quarter.
Lumina Fund Management sold 3,000 Veeva Systems shares in Q4 2023, an estimated $610K.
Lumina Fund Management first reported a position in Veeva Systems in Q1 2014 and held it in 11 quarters.
Lumina Fund Management's Veeva Systems position peaked at $1.69M in Q3 2014.
878 funds tracked by Wall St. Rank held Veeva Systems as of Q4 2023.

Based on Lumina Fund Management's 13F filing for Q4 2023, filed 2 Feb 2024.