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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
2022
Q1 		– Sell
-2,000
Closed -$511K – 1377
2021
Q4 		$511K Buy
+2,000
New +$581K 0.02% 370
2021
Q2 		– Sell
-95
Closed -$2.48M – 888
2021
Q1 		$2.48M Buy
+95
New +$26.5K 0.27% 76

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
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.