Mid Atlantic Financial Management’s Veeva Systems VEEV Stock Holding History

Mid Atlantic Financial 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 Q3	$206K	Sell	716 -201	-22%	-$63.8K	0.01%	816
2021 Q2	$285K	Sell	917 -100	-10%	-$27.9K	0.02%	688
2021 Q1	$266K	Hold	1,017	–	–	0.02%	675
2020 Q4	$277K	Hold	1,017	–	–	0.02%	611
2020 Q3	$274K	Sell	1,017 -209	-17%	-$55.1K	0.02%	555
2020 Q2	$287K	Buy	+1,226	New	+$243K	0.03%	499
2019 Q4	–	Sell	-1,971	Closed	-$301K	–	766
2019 Q3	$301K	Buy	1,971 +21	+1%	+$3.37K	0.03%	507
2019 Q2	$316K	Buy	1,950 +286	+17%	+$41.7K	0.03%	506
2019 Q1	$211K	Sell	1,664 -780	-32%	-$88K	0.02%	618
2018 Q4	$218K	Buy	+2,444	New	+$223K	0.03%	565

Other funds holding VEEV

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Mid Atlantic Financial Management's VEEV Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its Veeva Systems (VEEV) stake by 22% in Q3 2021, selling an estimated $63.8K and leaving 716 shares worth $206K. The position accounts for 0.01% of the portfolio, ranked #816.

Mid Atlantic Financial Management first reported a position in VEEV in Q4 2018 and has held it in 10 quarters since. The position peaked at $316K in Q2 2019. 823 funds tracked by Wall St. Rank hold VEEV as of Q3 2021.

Mid Atlantic Financial Management held 716 shares of Veeva Systems worth $206K as of Q3 2021.
Mid Atlantic Financial Management sold 201 Veeva Systems shares in Q3 2021, an estimated $63.8K.
Veeva Systems made up 0.01% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #816 holding.
Mid Atlantic Financial Management first reported a position in Veeva Systems in Q4 2018 and has held it in 10 quarters since.
Mid Atlantic Financial Management's Veeva Systems position peaked at $316K in Q2 2019.
823 funds tracked by Wall St. Rank held Veeva Systems as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.