Symmetry Peak Management’s Veeva Systems VEEV Stock Holding History

Symmetry Peak 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
2024 Q1	–	Sell	-1,500	Closed	-$289K	–	245
2023 Q4	$289K	Buy	+1,500	New	+$283K	1.12%	108
2019 Q3	–	Hold	0	–	–	–	224
2019 Q2	–	Hold	0	–	–	–	243
2019 Q1	–	Hold	0	–	–	–	220
2018 Q4	–	Hold	0	–	–	–	149
2018 Q3	–	Hold	0	–	–	–	231
2018 Q2	–	Hold	0	–	–	–	170
2017 Q3	–	Hold	0	–	–	–	277
2017 Q2	–	Sell	-36,500	Closed	-$2.11M	–	238
2017 Q1	$1.87M	Buy	+36,500	New	+$1.64M	1.89%	42
2016 Q4	–	Sell	-45,100	Closed	-$1.86M	–	186
2016 Q3	$1.86M	Buy	45,100 +30,100	+201%	+$1.17M	1.55%	74
2016 Q2	$512K	Buy	+15,000	New	+$446K	1.33%	75
2015 Q3	–	Hold	0	–	–	–	118
2015 Q2	–	Sell	-40,000	Closed	-$1.09M	–	167
2015 Q1	$1.02M	Sell	40,000 -8,714	-18%	-$246K	0.57%	78
2014 Q4	$1.29M	Buy	+48,714	New	+$1.37M	0.98%	82
2014 Q3	–	Sell	-30,000	Closed	-$764K	–	166
2014 Q2	$764K	Buy	+30,000	New	+$649K	0.46%	122

Other funds holding VEEV

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

BlackRock New York $5.7T 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 $61.3B 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 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