Parnassus Investments

Parnassus Investments’s Veeva Systems VEEV Stock Holding History

Parnassus Investments’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	-88,566	Closed	-$18M	–	143
2023 Q3	$18M	Sell	88,566 -33,159	-27%	-$6.68M	0.04%	111
2023 Q2	$24.1M	Sell	121,725 -45,704	-27%	-$8.34M	0.06%	103
2023 Q1	$30.8M	Sell	167,429 -20,613	-11%	-$3.52M	0.08%	99
2022 Q4	$30.3M	Hold	188,042	–	–	0.08%	100
2022 Q3	$31M	Buy	188,042 +7,745	+4%	+$1.55M	0.08%	100
2022 Q2	$35.7M	Buy	180,297 +26,649	+17%	+$4.9M	0.09%	103
2022 Q1	$32.6M	Buy	153,648 +73,039	+91%	+$15.8M	0.07%	109
2021 Q4	$20.6M	Buy	80,609 +36,689	+84%	+$10.7M	0.04%	117
2021 Q3	$12.7M	Hold	43,920	–	–	0.03%	122
2021 Q2	$13.7M	Hold	43,920	–	–	0.03%	118
2021 Q1	$11.5M	Hold	43,920	–	–	0.03%	120
2020 Q4	$12M	Hold	43,920	–	–	0.03%	105
2020 Q3	$12.3M	Sell	43,920 -1,006	-2%	-$265K	0.04%	104
2020 Q2	$10.5M	Buy	+44,926	New	+$8.91M	0.04%	105

Other funds holding VEEV

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

AllianceBernstein

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

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

T. Rowe Price Associates

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

T. Rowe Price Investment Management

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

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

Massachusetts Financial Services

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