AG
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Aperio Group’s IQVIA IQV Stock Holding History

Aperio Group’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
2020
Q4 		$15.6M Sell
87,239
-2,160
-2% -$364K 0.05% 392
2020
Q3 		$14.1M Buy
89,399
+2,222
+3% +$348K 0.05% 365
2020
Q2 		$12.4M Sell
87,177
-14,893
-15% -$2.02M 0.05% 394
2020
Q1 		$11M Sell
102,070
-7,512
-7% -$1.07M 0.05% 381
2019
Q4 		$16.9M Sell
109,582
-1,509
-1% -$220K 0.06% 347
2019
Q3 		$16.6M Buy
111,091
+4,452
+4% +$693K 0.07% 322
2019
Q2 		$17.2M Buy
106,639
+2,961
+3% +$415K 0.07% 316
2019
Q1 		$14.9M Buy
103,678
+7,333
+8% +$977K 0.06% 339
2018
Q4 		$11.2M Buy
96,345
+5,595
+6% +$678K 0.06% 373
2018
Q3 		$11.8M Buy
90,750
+2,940
+3% +$353K 0.05% 390
2018
Q2 		$8.77M Buy
87,810
+2,358
+3% +$236K 0.04% 480
2018
Q1 		$8.38M Buy
85,452
+13,578
+19% +$1.37M 0.04% 488
2017
Q4 		$7.04M Buy
71,874
+5,044
+8% +$513K 0.04% 521
2017
Q3 		$6.35M Buy
66,830
+4,640
+7% +$430K 0.04% 522
2017
Q2 		$5.57M Buy
62,190
+7,615
+14% +$643K 0.03% 542
2017
Q1 		$4.39M Buy
54,575
+445
+0.8% +$34.7K 0.03% 598
2016
Q4 		$4.12M Buy
54,130
+15,647
+41% +$1.2M 0.03% 575
2016
Q3 		$3.12M Buy
38,483
+15,233
+66% +$1.15M 0.02% 691
2016
Q2 		$1.52M Buy
23,250
+8,941
+62% +$599K 0.01% 919
2016
Q1 		$932K Buy
14,309
+1,105
+8% +$69.9K 0.01% 1076
2015
Q4 		$907K Buy
13,204
+780
+6% +$53.3K 0.01% 1056
2015
Q3 		$864K Buy
12,424
+6,571
+112% +$492K 0.01% 1037
2015
Q2 		$425K Buy
5,853
+2,362
+68% +$162K ﹤0.01% 1424
2015
Q1 		$234K Buy
+3,491
New +$220K ﹤0.01% 1731

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Aperio Group's IQV Position: Q4 2020 in Review

Aperio Group reduced its IQVIA (IQV) stake by 2.4% in Q4 2020, selling an estimated $364K and leaving 87,239 shares worth $15.6M. The position accounts for 0.05% of the portfolio, ranked #392.

Aperio Group first reported a position in IQV in Q1 2015 and has held it in 24 quarters since. The position peaked at $17.2M in Q2 2019. 761 funds tracked by Wall St. Rank hold IQV as of Q4 2020.

  • Aperio Group held 87,239 shares of IQVIA worth $15.6M as of Q4 2020.
  • Aperio Group sold 2,160 IQVIA shares in Q4 2020, an estimated $364K.
  • IQVIA made up 0.05% of Aperio Group's portfolio in Q4 2020, its #392 holding.
  • Aperio Group first reported a position in IQVIA in Q1 2015 and has held it in 24 quarters since.
  • Aperio Group's IQVIA position peaked at $17.2M in Q2 2019.
  • 761 funds tracked by Wall St. Rank held IQVIA as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.