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Summit X LLC’s Veeva Systems VEEV Stock Holding History

Summit X LLC’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
2023
Q3 		– Sell
-1,259
Closed -$249K – 274
2023
Q2 		$249K Buy
1,259
+37
+3% +$6.75K 0.06% 237
2023
Q1 		$224K Buy
+1,222
New +$208K 0.06% 239
2020
Q4 		– Sell
-90
Closed -$281 – 426
2020
Q3 		$281 Buy
+90
New +$23.7K ﹤0.01% 379

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 $62.3B AUM 26.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit X LLC's VEEV Position: Q3 2023 in Review

Summit X LLC sold out of Veeva Systems (VEEV) in Q3 2023, closing a stake of 1,259 shares — an estimated $249K sold.

Summit X LLC first reported a position in VEEV in Q3 2020 and held it in 3 quarters. The position peaked at $249K in Q2 2023. 830 funds tracked by Wall St. Rank hold VEEV as of Q3 2023.

  • Summit X LLC reported no remaining Veeva Systems position as of Q3 2023 after selling out during the quarter.
  • Summit X LLC sold 1,259 Veeva Systems shares in Q3 2023, an estimated $249K.
  • Summit X LLC first reported a position in Veeva Systems in Q3 2020 and held it in 3 quarters.
  • Summit X LLC's Veeva Systems position peaked at $249K in Q2 2023.
  • 830 funds tracked by Wall St. Rank held Veeva Systems as of Q3 2023.

Based on Summit X LLC's 13F filing for Q3 2023, filed 6 Nov 2023.