Peninsula Wealth’s Veeva Systems VEEV Stock Holding History

Peninsula Wealth’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
2024 Q4	$677K	Sell	3,222 -1,000	-24%	-$220K	0.12%	61
2024 Q3	$918K	Sell	4,222 -2,585	-38%	-$511K	0.16%	54
2024 Q2	$1.28M	Sell	6,807 -994	-13%	-$197K	0.24%	41
2024 Q1	$1.81M	Hold	7,801	–	–	0.36%	30
2023 Q4	$1.5M	Buy	7,801 +39	+0.5%	+$7.35K	0.31%	35
2023 Q3	$1.51M	Sell	7,762 -733	-9%	-$148K	0.35%	29
2023 Q2	$1.68M	Sell	8,495 -900	-10%	-$164K	0.44%	26
2023 Q1	$1.73M	Sell	9,395 -1,163	-11%	-$198K	0.5%	25
2022 Q4	$1.7M	Sell	10,558 -460	-4%	-$78.6K	0.54%	23
2022 Q3	$1.82M	Buy	+11,018	New	+$2.2M	0.64%	21

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

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

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Peninsula Wealth's VEEV Position: Q4 2024 in Review

Peninsula Wealth reduced its Veeva Systems (VEEV) stake by 24% in Q4 2024, selling an estimated $220K and leaving 3,222 shares worth $677K. The position accounts for 0.12% of the portfolio, ranked #61.

Peninsula Wealth first reported a position in VEEV in Q3 2022 and has held it in 10 quarters since. The position peaked at $1.82M in Q3 2022. 1,003 funds tracked by Wall St. Rank hold VEEV as of Q4 2024.

Peninsula Wealth held 3,222 shares of Veeva Systems worth $677K as of Q4 2024.
Peninsula Wealth sold 1,000 Veeva Systems shares in Q4 2024, an estimated $220K.
Veeva Systems made up 0.12% of Peninsula Wealth's portfolio in Q4 2024, its #61 holding.
Peninsula Wealth first reported a position in Veeva Systems in Q3 2022 and has held it in 10 quarters since.
Peninsula Wealth's Veeva Systems position peaked at $1.82M in Q3 2022.
1,003 funds tracked by Wall St. Rank held Veeva Systems as of Q4 2024.

Based on Peninsula Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.