Rockbridge Investment Management’s Veeva Systems VEEV Stock Holding History

Rockbridge Investment Management’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
2022 Q2	–	Sell	-30	Closed	-$6.5K	–	795
2022 Q1	$6.5K	Hold	30	–	–	﹤0.01%	582
2021 Q4	$8K	Hold	30	–	–	﹤0.01%	603
2021 Q3	$9K	Hold	30	–	–	﹤0.01%	540
2021 Q2	$9K	Sell	30 -10	-25%	-$2.79K	﹤0.01%	551
2021 Q1	$10K	Buy	+40	New	+$11.1K	﹤0.01%	509

Other funds holding VEEV

T. Rowe Price Associates

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

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

Artisan Partners

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein

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

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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Geode Capital Management

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