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Berman Capital Advisors’s IQVIA IQV Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$170K Buy
716
+146
+26% +$36.9K 0.03% 297
2021
Q2 		$137K Buy
570
+38
+7% +$8.77K 0.02% 306
2021
Q1 		$102K Sell
532
-29
-5% -$5.45K 0.02% 303
2020
Q4 		$99K Buy
561
+65
+13% +$11K 0.02% 251
2020
Q3 		$77K Buy
496
+160
+48% +$25.1K 0.02% 263
2020
Q2 		$46K Sell
336
-34
-9% -$4.61K 0.01% 339
2020
Q1 		$38K Sell
370
-27
-7% -$3.86K 0.01% 348
2019
Q4 		$61K Sell
397
-64
-14% -$9.34K 0.02% 289
2019
Q3 		$68K Sell
461
-8
-2% -$1.25K 0.02% 261
2019
Q2 		$75K Buy
469
+120
+34% +$16.8K 0.02% 247
2019
Q1 		$50K Sell
349
-50
-13% -$6.67K 0.02% 268
2018
Q4 		$46K Buy
+399
New +$48.3K 0.02% 260

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Berman Capital Advisors's IQV Position: Q3 2021 in Review

Berman Capital Advisors increased its IQVIA (IQV) stake by 26% in Q3 2021, buying an estimated $36.9K and bringing the position to 716 shares worth $170K. The position accounts for 0.03% of the portfolio, ranked #297.

Berman Capital Advisors first reported a position in IQV in Q4 2018 and has held it in 12 quarters since. 861 funds tracked by Wall St. Rank hold IQV as of Q3 2021.

  • Berman Capital Advisors held 716 shares of IQVIA worth $170K as of Q3 2021.
  • Berman Capital Advisors bought 146 IQVIA shares in Q3 2021, an estimated $36.9K.
  • IQVIA made up 0.03% of Berman Capital Advisors's portfolio in Q3 2021, its #297 holding.
  • Berman Capital Advisors first reported a position in IQVIA in Q4 2018 and has held it in 12 quarters since.
  • 861 funds tracked by Wall St. Rank held IQVIA as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.