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Bartlett & Co’s IQVIA IQV Stock Holding History

Bartlett & Co’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
2023
Q3 		– Sell
-19
Closed -$4K – 1158
2023
Q2 		$4K Hold
19
– – ﹤0.01% 1010
2023
Q1 		$4K Sell
19
-32
-63% -$6.84K ﹤0.01% 925
2022
Q4 		$10K Buy
51
+32
+168% +$6.49K ﹤0.01% 825
2022
Q3 		$3K Hold
19
– – ﹤0.01% 994
2022
Q2 		$4K Buy
+19
New +$4.13K ﹤0.01% 1058
2021
Q4 		– Sell
-15
Closed -$4K – 636
2021
Q3 		$4K Buy
15
+12
+400% +$3.03K ﹤0.01% 793
2021
Q2 		$1K Hold
3
– – ﹤0.01% 928
2021
Q1 		$1K Hold
3
– – ﹤0.01% 952
2020
Q4 		$1K Buy
+3
New +$506 ﹤0.01% 1016

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Bartlett & Co's IQV Position: Q3 2023 in Review

Bartlett & Co sold out of IQVIA (IQV) in Q3 2023, closing a stake of 19 shares — an estimated $4K sold.

Bartlett & Co first reported a position in IQV in Q4 2020 and held it in 9 quarters. The position peaked at $10K in Q4 2022. 941 funds tracked by Wall St. Rank hold IQV as of Q3 2023.

  • Bartlett & Co reported no remaining IQVIA position as of Q3 2023 after selling out during the quarter.
  • Bartlett & Co sold 19 IQVIA shares in Q3 2023, an estimated $4K.
  • Bartlett & Co first reported a position in IQVIA in Q4 2020 and held it in 9 quarters.
  • Bartlett & Co's IQVIA position peaked at $10K in Q4 2022.
  • 941 funds tracked by Wall St. Rank held IQVIA as of Q3 2023.

Based on Bartlett & Co's 13F filing for Q3 2023, filed 10 Oct 2023.