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Squar Milner Financial Services’s Veeva Systems VEEV Stock Holding History

Squar Milner Financial Services’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
2020
Q2 		– Sell
-494
Closed -$77K – 699
2020
Q1 		$77K Buy
494
+201
+69% +$29.5K 0.05% 319
2019
Q4 		$41K Buy
+293
New +$43K 0.02% 429
2019
Q3 		– Sell
-30
Closed -$5K – 692
2019
Q2 		$5K Buy
+30
New +$4.37K ﹤0.01% 603

Other funds holding VEEV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Squar Milner Financial Services's VEEV Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Veeva Systems (VEEV) in Q2 2020, closing a stake of 494 shares — an estimated $77K sold.

Squar Milner Financial Services first reported a position in VEEV in Q2 2019 and held it in 3 quarters. The position peaked at $77K in Q1 2020. 687 funds tracked by Wall St. Rank hold VEEV as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Veeva Systems position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 494 Veeva Systems shares in Q2 2020, an estimated $77K.
  • Squar Milner Financial Services first reported a position in Veeva Systems in Q2 2019 and held it in 3 quarters.
  • Squar Milner Financial Services's Veeva Systems position peaked at $77K in Q1 2020.
  • 687 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.