Somerset Group’s Veeva Systems VEEV Stock Holding History

Somerset Group’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 Q2	–	Sell	-1,333	Closed	-$245K	–	66
2023 Q1	$245K	Hold	1,333	–	–	0.21%	62
2022 Q4	$215K	Hold	1,333	–	–	0.19%	64
2022 Q3	$220K	Hold	1,333	–	–	0.2%	58
2022 Q2	$264K	Sell	1,333 -125	-9%	-$23K	0.23%	62
2022 Q1	$310K	Hold	1,458	–	–	0.22%	60
2021 Q4	$372K	Hold	1,458	–	–	0.25%	59
2021 Q3	$420K	Hold	1,458	–	–	0.3%	52
2021 Q2	$453K	Hold	1,458	–	–	0.32%	52
2021 Q1	$381K	Hold	1,458	–	–	0.29%	54
2020 Q4	$397K	Buy	1,458 +11	+0.8%	+$3.08K	0.32%	48
2020 Q3	$407K	Buy	1,447 +3	+0.2%	+$791	0.37%	43
2020 Q2	$339K	Buy	+1,444	New	+$286K	0.33%	47

Other funds holding VEEV

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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

Somerset Group's VEEV Position: Q2 2023 in Review

Somerset Group sold out of Veeva Systems (VEEV) in Q2 2023, closing a stake of 1,333 shares — an estimated $245K sold.

Somerset Group first reported a position in VEEV in Q2 2020 and held it in 12 quarters. The position peaked at $453K in Q2 2021. 822 funds tracked by Wall St. Rank hold VEEV as of Q2 2023.

Somerset Group reported no remaining Veeva Systems position as of Q2 2023 after selling out during the quarter.
Somerset Group sold 1,333 Veeva Systems shares in Q2 2023, an estimated $245K.
Somerset Group first reported a position in Veeva Systems in Q2 2020 and held it in 12 quarters.
Somerset Group's Veeva Systems position peaked at $453K in Q2 2021.
822 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2023.

Based on Somerset Group's 13F filing for Q2 2023, filed 11 Aug 2023.