SGI
VEEV icon

Summit Global Investments’s Veeva Systems VEEV Stock Holding History

Summit Global Investments’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
2025
Q1 		– Sell
-10,123
Closed -$2.13M – 590
2024
Q4 		$2.13M Sell
10,123
-16,526
-62% -$3.63M 0.13% 123
2024
Q3 		$5.59M Buy
+26,649
New +$5.27M 0.36% 61
2024
Q1 		– Sell
-6,767
Closed -$1.3M – 609
2023
Q4 		$1.3M Buy
+6,767
New +$1.28M 0.09% 192

Other funds holding VEEV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Summit Global Investments's VEEV Position: Q1 2025 in Review

Summit Global Investments sold out of Veeva Systems (VEEV) in Q1 2025, closing a stake of 10,123 shares — an estimated $2.13M sold.

Summit Global Investments first reported a position in VEEV in Q4 2023 and held it in 3 quarters. The position peaked at $5.59M in Q3 2024. 1,025 funds tracked by Wall St. Rank hold VEEV as of Q1 2025.

  • Summit Global Investments reported no remaining Veeva Systems position as of Q1 2025 after selling out during the quarter.
  • Summit Global Investments sold 10,123 Veeva Systems shares in Q1 2025, an estimated $2.13M.
  • Summit Global Investments first reported a position in Veeva Systems in Q4 2023 and held it in 3 quarters.
  • Summit Global Investments's Veeva Systems position peaked at $5.59M in Q3 2024.
  • 1,025 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2025.

Based on Summit Global Investments's 13F filing for Q1 2025, filed 7 Apr 2025.