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 $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Parnassus Investments's VEEV Position: Q4 2023 in Review

Parnassus Investments sold out of Veeva Systems (VEEV) in Q4 2023, closing a stake of 88,566 shares — an estimated $18M sold.

Parnassus Investments first reported a position in VEEV in Q2 2020 and held it in 14 quarters. The position peaked at $35.7M in Q2 2022. 879 funds tracked by Wall St. Rank hold VEEV as of Q4 2023.

Parnassus Investments reported no remaining Veeva Systems position as of Q4 2023 after selling out during the quarter.
Parnassus Investments sold 88,566 Veeva Systems shares in Q4 2023, an estimated $18M.
Parnassus Investments first reported a position in Veeva Systems in Q2 2020 and held it in 14 quarters.
Parnassus Investments's Veeva Systems position peaked at $35.7M in Q2 2022.
879 funds tracked by Wall St. Rank held Veeva Systems as of Q4 2023.

Based on Parnassus Investments's 13F filing for Q4 2023, filed 12 Feb 2024.