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Allen Investment Management’s IQVIA IQV Stock Holding History

Allen Investment Management’s Portfolio IQV Stock Details IQV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-79,657
Closed -$11.9M – 178
2019
Q3 		$11.9M Sell
79,657
-43,320
-35% -$6.74M 0.31% 39
2019
Q2 		$19.8M Sell
122,977
-235
-0.2% -$33K 0.56% 30
2019
Q1 		$17.7M Sell
123,212
-6,798
-5% -$906K 0.56% 31
2018
Q4 		$15.1M Sell
130,010
-1,945
-1% -$236K 0.61% 31
2018
Q3 		$17.1M Buy
131,955
+6,628
+5% +$796K 0.59% 35
2018
Q2 		$12.5M Buy
125,327
+55,529
+80% +$5.55M 0.48% 32
2018
Q1 		$6.85M Buy
+69,798
New +$7.06M 0.29% 38

Other funds holding IQV

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

Allen Investment Management's IQV Position: Q4 2019 in Review

Allen Investment Management sold out of IQVIA (IQV) in Q4 2019, closing a stake of 79,657 shares — an estimated $11.9M sold.

Allen Investment Management first reported a position in IQV in Q1 2018 and held it in 7 quarters. The position peaked at $19.8M in Q2 2019. 688 funds tracked by Wall St. Rank hold IQV as of Q4 2019.

  • Allen Investment Management reported no remaining IQVIA position as of Q4 2019 after selling out during the quarter.
  • Allen Investment Management sold 79,657 IQVIA shares in Q4 2019, an estimated $11.9M.
  • Allen Investment Management first reported a position in IQVIA in Q1 2018 and held it in 7 quarters.
  • Allen Investment Management's IQVIA position peaked at $19.8M in Q2 2019.
  • 688 funds tracked by Wall St. Rank held IQVIA as of Q4 2019.

Based on Allen Investment Management's 13F filing for Q4 2019, filed 4 Feb 2020.