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Boston Mountain Money Management’s IQVIA IQV Stock Holding History

Boston Mountain Money 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
Q3 		$278K Sell
1,172
-6
-0.5% -$1.42K 0.16% 48
2024
Q2 		$249K Sell
1,178
-13
-1% -$2.95K 0.16% 51
2024
Q1 		$301K Buy
+1,191
New +$278K 0.21% 42

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
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
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
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Boston Mountain Money Management's IQV Position: Q3 2024 in Review

Boston Mountain Money Management reduced its IQVIA (IQV) stake by 0.51% in Q3 2024, selling an estimated $1.42K and leaving 1,172 shares worth $278K. The position accounts for 0.16% of the portfolio, ranked #48.

Boston Mountain Money Management first reported a position in IQV in Q1 2024 and has held it in 3 quarters since. The position peaked at $301K in Q1 2024. 1,060 funds tracked by Wall St. Rank hold IQV as of Q3 2024.

  • Boston Mountain Money Management held 1,172 shares of IQVIA worth $278K as of Q3 2024.
  • Boston Mountain Money Management sold 6 IQVIA shares in Q3 2024, an estimated $1.42K.
  • IQVIA made up 0.16% of Boston Mountain Money Management's portfolio in Q3 2024, its #48 holding.
  • Boston Mountain Money Management first reported a position in IQVIA in Q1 2024 and has held it in 3 quarters since.
  • Boston Mountain Money Management's IQVIA position peaked at $301K in Q1 2024.
  • 1,060 funds tracked by Wall St. Rank held IQVIA as of Q3 2024.

Based on Boston Mountain Money Management's 13F filing for Q3 2024, filed 11 Oct 2024.