Lyell Wealth Management, LP Veeva Systems Inc Transaction History

Lyell Wealth Management, LP

$978 Million
Q1 2024

A detailed history of Lyell Wealth Management, LP transactions in Veeva Systems Inc stock. As of the latest transaction made, Lyell Wealth Management, LP holds 59,073 shares of VEEV stock, worth $10.8 Million. This represents 1.4% of its overall portfolio holdings.

Number of Shares

59,073

Previous 56,893 3.83%

Holding current value

$10.8 Million

Previous $11 Million 24.95%

% of portfolio

1.4%

Previous 1.25%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 03, 2024	BUY	$185.19 - $234.79 $403,714 - $511,842	2,180 Added 3.83%	59,073 $13.7 Million
Q4 2023 Feb 02, 2024	BUY	$165.08 - $216.72 $709,348 - $931,245	4,297 Added 8.17%	56,893 $11 Million
Q3 2023 Oct 31, 2023	BUY	$186.39 - $224.9 $140,165 - $169,124	752 Added 1.45%	52,596 $10.7 Million
Q2 2023 Aug 04, 2023	BUY	$162.6 - $202.68 $400,321 - $498,998	2,462 Added 4.99%	51,844 $10.3 Million
Q1 2023 May 03, 2023	SELL	$158.27 - $183.79 $110,155 - $127,917	-696 Reduced 1.39%	49,382 $9.08 Million

Q4 2022 Jan 24, 2023	SELL	$151.1 - $191.66 $239,946 - $304,356	-1,588 Reduced 3.07%	50,078 $0
Q3 2022 Oct 24, 2022	BUY	$157.99 - $231.91 $151,354 - $222,169	958 Added 1.89%	51,666 $8.52 Million
Q2 2022 Jul 28, 2022	SELL	$153.1 - $216.76 $9,645 - $13,655	-63 Reduced 0.12%	50,708 $10 Million
Q1 2022 May 04, 2022	SELL	$170.79 - $256.31 $256,355 - $384,721	-1,501 Reduced 2.87%	50,771 $10.8 Million
Q4 2021 Feb 08, 2022	BUY	$249.49 - $325.25 $163,415 - $213,038	655 Added 1.27%	52,272 $13.4 Million
Q3 2021 Nov 10, 2021	BUY	$282.94 - $341.0 $37,348 - $45,012	132 Added 0.26%	51,617 $14.9 Million
Q2 2021 Aug 09, 2021	BUY	$245.66 - $320.13 $298,476 - $388,957	1,215 Added 2.42%	51,485 $16 Million
Q1 2021 May 07, 2021	BUY	$241.17 - $318.09 $109,732 - $144,730	455 Added 0.91%	50,270 $13.1 Million
Q4 2020 Feb 04, 2021	SELL	$258.87 - $308.55 $69,118 - $82,382	-267 Reduced 0.53%	49,815 $13.6 Million
Q3 2020 Nov 04, 2020	SELL	$240.77 - $297.07 $25,521 - $31,489	-106 Reduced 0.21%	50,082 $14.1 Million
Q2 2020 Jul 30, 2020	BUY	$150.11 - $239.1 $73,553 - $117,159	490 Added 0.99%	50,188 $11.8 Million
Q1 2020 May 11, 2020	BUY	$120.93 - $164.97 $293,255 - $400,052	2,425 Added 5.13%	49,698 $7.77 Million
Q4 2019 Feb 05, 2020	BUY	$139.77 - $159.23 $349,704 - $398,393	2,502 Added 5.59%	47,273 $6.65 Million
Q3 2019 Nov 06, 2019	SELL	$139.82 - $175.65 $14,681 - $18,443	-105 Reduced 0.23%	44,771 $6.84 Million
Q2 2019 Aug 01, 2019	BUY	$126.76 - $171.15 $41,323 - $55,794	326 Added 0.73%	44,876 $7.28 Million
Q1 2019 May 06, 2019	BUY	$84.89 - $128.62 $148,812 - $225,470	1,753 Added 4.1%	44,550 $5.65 Million
Q4 2018 Feb 11, 2019	SELL	$80.01 - $105.2 $654,081 - $860,010	-8,175 Reduced 16.04%	42,797 $3.82 Million
Q3 2018 Oct 30, 2018	SELL	$75.16 - $108.87 $157,836 - $228,627	-2,100 Reduced 3.96%	50,972 $5.55 Million
Q2 2018 Jul 30, 2018	BUY	$69.42 - $84.53 $15,966 - $19,441	230 Added 0.44%	53,072 $4.08 Million
Q1 2018 May 07, 2018	BUY	$54.32 - $77.88 $37,209 - $53,347	685 Added 1.31%	52,842 $3.86 Million
Q4 2017 Jan 30, 2018	BUY	$54.0 - $62.97 $172,530 - $201,189	3,195 Added 6.53%	52,157 $2.88 Million
Q3 2017 Oct 26, 2017	BUY	$54.35 - $65.57 $2.66 Million - $3.21 Million	48,962	48,962 $2.76 Million

Others Institutions Holding VEEV

# of Institutions

969

Shares Held

124M

Call Options Held

1.26M

Put Options Held

1.64M

View Full List

About VEEVA SYSTEMS INC

Ticker VEEV
Exchange NYSE
Sector Healthcare
Industry Health Information Services
Shares Outstandng 140,516,000
Market Cap $25.8B
Description
Veeva Systems Inc. provides cloud-based software for the life sciences industry in North America, Europe, the Asia Pacific, the Middle East, Africa, and Latin America. The company offers Veeva Commercial Cloud, a suite of software, data, and analytics solutions, which include Veeva customer relationship management (CRM) and Veeva Medical CRM, Ve...

More about VEEV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lyell Wealth Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Lyell Wealth Management, LP with notifications on news.

Account

Lyell Wealth Management, LP Veeva Systems Inc Transaction History