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Sugarloaf Wealth Management’s Veeva Systems VEEV Stock Holding History

Sugarloaf Wealth 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
Q4 		– Sell
-4
Closed -$1K – 867
2022
Q3 		$1K Hold
4
– – ﹤0.01% 807
2022
Q2 		$1K Hold
4
– – ﹤0.01% 765
2022
Q1 		$1K Hold
4
– – ﹤0.01% 703
2021
Q4 		$1K Hold
4
– – ﹤0.01% 730
2021
Q3 		$1K Hold
4
– – ﹤0.01% 745
2021
Q2 		$1K Hold
4
– – ﹤0.01% 735
2021
Q1 		$1K Hold
4
– – ﹤0.01% 727
2020
Q4 		$1K Buy
+4
New +$1.12K ﹤0.01% 696

Other funds holding VEEV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $29.1B AUM 43.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Sugarloaf Wealth Management's VEEV Position: Q4 2022 in Review

Sugarloaf Wealth Management sold out of Veeva Systems (VEEV) in Q4 2022, closing a stake of 4 shares — an estimated $1K sold.

Sugarloaf Wealth Management first reported a position in VEEV in Q4 2020 and held it in 8 quarters. The position peaked at $1K in Q3 2022. 768 funds tracked by Wall St. Rank hold VEEV as of Q4 2022.

  • Sugarloaf Wealth Management reported no remaining Veeva Systems position as of Q4 2022 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 4 Veeva Systems shares in Q4 2022, an estimated $1K.
  • Sugarloaf Wealth Management first reported a position in Veeva Systems in Q4 2020 and held it in 8 quarters.
  • Sugarloaf Wealth Management's Veeva Systems position peaked at $1K in Q3 2022.
  • 768 funds tracked by Wall St. Rank held Veeva Systems as of Q4 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.