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Montag & Associates’s Veeva Systems VEEV Stock Holding History

Montag & Associates’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
Q1 		– Sell
-50
Closed -$8.07K – 962
2022
Q4 		$8.07K Hold
50
– – ﹤0.01% 758
2022
Q3 		$8K Hold
50
– – ﹤0.01% 750
2022
Q2 		$10K Hold
50
– – ﹤0.01% 695
2022
Q1 		$11K Sell
50
-25
-33% -$5.42K ﹤0.01% 716
2021
Q4 		$19K Buy
75
+50
+200% +$14.5K ﹤0.01% 683
2021
Q3 		$7K Hold
25
– – ﹤0.01% 753
2021
Q2 		$8K Sell
25
-400
-94% -$112K ﹤0.01% 748
2021
Q1 		$111K Buy
425
+410
+2,733% +$114K 0.01% 459
2020
Q4 		$4K Buy
+15
New +$4.2K ﹤0.01% 754

Other funds holding VEEV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $29.1B AUM 43.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Montag & Associates's VEEV Position: Q1 2023 in Review

Montag & Associates sold out of Veeva Systems (VEEV) in Q1 2023, closing a stake of 50 shares — an estimated $8.07K sold.

Montag & Associates first reported a position in VEEV in Q4 2020 and held it in 9 quarters. The position peaked at $111K in Q1 2021. 796 funds tracked by Wall St. Rank hold VEEV as of Q1 2023.

  • Montag & Associates reported no remaining Veeva Systems position as of Q1 2023 after selling out during the quarter.
  • Montag & Associates sold 50 Veeva Systems shares in Q1 2023, an estimated $8.07K.
  • Montag & Associates first reported a position in Veeva Systems in Q4 2020 and held it in 9 quarters.
  • Montag & Associates's Veeva Systems position peaked at $111K in Q1 2021.
  • 796 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2023.

Based on Montag & Associates's 13F filing for Q1 2023, filed 11 May 2023.