Security Asset Management’s Veeva Systems VEEV Stock Holding History

Security Asset 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
2023 Q1	$1.77M	Sell	9,610 -2,105	-18%	-$359K	1.03%	35
2022 Q4	$1.89M	Sell	11,715 -300	-2%	-$51.3K	1.05%	35
2022 Q3	$1.98M	Buy	12,015 +610	+5%	+$122K	1.19%	35
2022 Q2	$2.26M	Buy	11,405 +675	+6%	+$124K	1.24%	35
2022 Q1	$2.28M	Buy	10,730 +3,345	+45%	+$726K	0.98%	41
2021 Q4	$1.89M	Buy	7,385 +954	+15%	+$277K	0.73%	45
2021 Q3	$1.85M	Buy	6,431 +71	+1%	+$22.5K	0.75%	47
2021 Q2	$1.98M	Buy	6,360 +5	+0.1%	+$1.39K	0.78%	47
2021 Q1	$1.66M	Buy	6,355 +277	+5%	+$77.2K	0.68%	49
2020 Q4	$1.66M	Buy	+6,078	New	+$1.7M	0.69%	47

Other funds holding VEEV

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Security Asset Management's VEEV Position: Q1 2023 in Review

Security Asset Management reduced its Veeva Systems (VEEV) stake by 18% in Q1 2023, selling an estimated $359K and leaving 9,610 shares worth $1.77M. The position accounts for 1.03% of the portfolio, ranked #35.

Security Asset Management first reported a position in VEEV in Q4 2020 and has held it in 10 quarters since. The position peaked at $2.28M in Q1 2022. 795 funds tracked by Wall St. Rank hold VEEV as of Q1 2023.

Security Asset Management held 9,610 shares of Veeva Systems worth $1.77M as of Q1 2023.
Security Asset Management sold 2,105 Veeva Systems shares in Q1 2023, an estimated $359K.
Veeva Systems made up 1.03% of Security Asset Management's portfolio in Q1 2023, its #35 holding.
Security Asset Management first reported a position in Veeva Systems in Q4 2020 and has held it in 10 quarters since.
Security Asset Management's Veeva Systems position peaked at $2.28M in Q1 2022.
795 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2023.

Based on Security Asset Management's 13F filing for Q1 2023, filed 12 May 2023.