Rheos Capital Works’s Veeva Systems VEEV Stock Holding History

Rheos Capital Works’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	-26,000	Closed	-$5.29M	–	127
2023 Q3	$5.29M	Sell	26,000 -5,900	-18%	-$1.19M	0.32%	84
2023 Q2	$6.31M	Hold	31,900	–	–	0.34%	79
2023 Q1	$5.86M	Hold	31,900	–	–	0.33%	81
2022 Q4	$5.15M	Hold	31,900	–	–	0.31%	101
2022 Q3	$5.26M	Hold	31,900	–	–	0.35%	100
2022 Q2	$6.32M	Sell	31,900 -78,000	-71%	-$14.4M	0.47%	85
2022 Q1	$23.3M	Sell	109,900 -20,500	-16%	-$4.45M	1.12%	25
2021 Q4	$33.3M	Sell	130,400 -22,000	-14%	-$6.4M	1.45%	10
2021 Q3	$43.9M	Sell	152,400 -46,000	-23%	-$14.6M	2.26%	7
2021 Q2	$61.7M	Buy	198,400 +6,000	+3%	+$1.67M	3.12%	6
2021 Q1	$50.3M	Hold	192,400	–	–	3.33%	8
2020 Q4	$52.4M	Hold	192,400	–	–	3.81%	8
2020 Q3	$54.1M	Sell	192,400 -207,500	-52%	-$54.7M	4.42%	11
2020 Q2	$93.7M	Buy	399,900 +12,200	+3%	+$2.42M	6.55%	4
2020 Q1	$60.6M	Buy	+387,700	New	+$56.8M	6.43%	5

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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

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

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

Rheos Capital Works's VEEV Position: Q4 2023 in Review

Rheos Capital Works sold out of Veeva Systems (VEEV) in Q4 2023, closing a stake of 26,000 shares — an estimated $5.29M sold.

Rheos Capital Works first reported a position in VEEV in Q1 2020 and held it in 15 quarters. The position peaked at $93.7M in Q2 2020. 878 funds tracked by Wall St. Rank hold VEEV as of Q4 2023.

Rheos Capital Works reported no remaining Veeva Systems position as of Q4 2023 after selling out during the quarter.
Rheos Capital Works sold 26,000 Veeva Systems shares in Q4 2023, an estimated $5.29M.
Rheos Capital Works first reported a position in Veeva Systems in Q1 2020 and held it in 15 quarters.
Rheos Capital Works's Veeva Systems position peaked at $93.7M in Q2 2020.
878 funds tracked by Wall St. Rank held Veeva Systems as of Q4 2023.

Based on Rheos Capital Works's 13F filing for Q4 2023, filed 16 Jan 2024.