BFM
IQV icon

Boston Financial Management’s IQVIA IQV Stock Holding History

Boston Financial 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
2024
Q4 		$1.51M Buy
7,694
+50
+0.7% +$10.5K 0.05% 167
2024
Q3 		$1.81M Buy
7,644
+327
+4% +$77.2K 0.05% 156
2024
Q2 		$1.55M Buy
7,317
+873
+14% +$198K 0.05% 161
2024
Q1 		$1.63M Hold
6,444
– – 0.05% 157
2023
Q4 		$1.49M Sell
6,444
-39
-0.6% -$8.01K 0.05% 158
2023
Q3 		$1.28M Buy
6,483
+13
+0.2% +$2.82K 0.05% 154
2023
Q2 		$1.45M Buy
6,470
+70
+1% +$14.1K 0.05% 157
2023
Q1 		$1.27M Sell
6,400
-119
-2% -$25.4K 0.05% 160
2022
Q4 		$1.34M Buy
6,519
+926
+17% +$188K 0.05% 160
2022
Q3 		$1.01M Buy
+5,593
New +$1.23M 0.04% 168

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Boston Financial Management's IQV Position: Q4 2024 in Review

Boston Financial Management increased its IQVIA (IQV) stake by 0.65% in Q4 2024, buying an estimated $10.5K and bringing the position to 7,694 shares worth $1.51M. The position accounts for 0.05% of the portfolio, ranked #167.

Boston Financial Management first reported a position in IQV in Q3 2022 and has held it in 10 quarters since. The position peaked at $1.81M in Q3 2024. 1,002 funds tracked by Wall St. Rank hold IQV as of Q4 2024.

  • Boston Financial Management held 7,694 shares of IQVIA worth $1.51M as of Q4 2024.
  • Boston Financial Management bought 50 IQVIA shares in Q4 2024, an estimated $10.5K.
  • IQVIA made up 0.05% of Boston Financial Management's portfolio in Q4 2024, its #167 holding.
  • Boston Financial Management first reported a position in IQVIA in Q3 2022 and has held it in 10 quarters since.
  • Boston Financial Management's IQVIA position peaked at $1.81M in Q3 2024.
  • 1,002 funds tracked by Wall St. Rank held IQVIA as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.