Summit Securities Group’s Veeva Systems VEEV Stock Holding History

Summit Securities 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
2024 Q1	–	Sell	-5,000	Closed	-$963K	–	917
2023 Q4	$963K	Buy	+5,000	New	+$942K	0.09%	140

Other funds holding VEEV

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

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

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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Summit Securities Group's VEEV Position: Q1 2023 in Review

Summit Securities Group sold out of Veeva Systems (VEEV) in Q1 2023, closing a stake of 1 share.

Summit Securities Group first reported a position in VEEV in Q3 2014 and held it in 5 quarters. The position peaked at $1.06M in Q1 2021. 795 funds tracked by Wall St. Rank hold VEEV as of Q1 2023.

Summit Securities Group reported no remaining Veeva Systems position as of Q1 2023 after selling out during the quarter.
Summit Securities Group sold 1 Veeva Systems share in Q1 2023.
Summit Securities Group first reported a position in Veeva Systems in Q3 2014 and held it in 5 quarters.
Summit Securities Group's Veeva Systems position peaked at $1.06M in Q1 2021.
795 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2023.

Based on Summit Securities Group's 13F filing for Q1 2023, filed 12 May 2023.