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Berger Financial Group’s IQVIA IQV Stock Holding History

Berger Financial 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
2022
Q3 		– Sell
-928
Closed -$201K – 244
2022
Q2 		$201K Buy
928
+19
+2% +$4.13K 0.03% 234
2022
Q1 		$210K Hold
909
– – 0.03% 259
2021
Q4 		$256K Sell
909
-16
-2% -$4.15K 0.03% 228
2021
Q3 		$222K Sell
925
-40
-4% -$10.1K 0.04% 193
2021
Q2 		$234K Buy
+965
New +$223K 0.04% 187

Other funds holding IQV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Berger Financial Group's IQV Position: Q3 2022 in Review

Berger Financial Group sold out of IQVIA (IQV) in Q3 2022, closing a stake of 928 shares — an estimated $201K sold.

Berger Financial Group first reported a position in IQV in Q2 2021 and held it in 5 quarters. The position peaked at $256K in Q4 2021. 889 funds tracked by Wall St. Rank hold IQV as of Q3 2022.

  • Berger Financial Group reported no remaining IQVIA position as of Q3 2022 after selling out during the quarter.
  • Berger Financial Group sold 928 IQVIA shares in Q3 2022, an estimated $201K.
  • Berger Financial Group first reported a position in IQVIA in Q2 2021 and held it in 5 quarters.
  • Berger Financial Group's IQVIA position peaked at $256K in Q4 2021.
  • 889 funds tracked by Wall St. Rank held IQVIA as of Q3 2022.

Based on Berger Financial Group's 13F filing for Q3 2022, filed 27 Oct 2022.