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Bowling Portfolio Management’s IQVIA IQV Stock Holding History

Bowling Portfolio 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
2022
Q2 		– Sell
-8,408
Closed -$1.94M – 204
2022
Q1 		$1.94M Sell
8,408
-83
-1% -$19.7K 0.42% 65
2021
Q4 		$2.4M Sell
8,491
-149
-2% -$38.7K 0.5% 51
2021
Q3 		$2.07M Buy
8,640
+6
+0.1% +$1.51K 0.47% 63
2021
Q2 		$2.09M Buy
+8,634
New +$1.99M 0.47% 67
2016
Q2 		– Sell
-24,469
Closed -$1.59M – 174
2016
Q1 		$1.59M Buy
24,469
+9,962
+69% +$630K 0.26% 118
2015
Q4 		$996K Sell
14,507
-66
-0.5% -$4.51K 0.22% 125
2015
Q3 		$1.01M Buy
+14,573
New +$1.09M 0.23% 127
2015
Q2 		– Sell
-53,232
Closed -$3.56M – 161
2015
Q1 		$3.56M Buy
+53,232
New +$3.36M 0.78% 48

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Bowling Portfolio Management's IQV Position: Q2 2022 in Review

Bowling Portfolio Management sold out of IQVIA (IQV) in Q2 2022, closing a stake of 8,408 shares — an estimated $1.94M sold.

Bowling Portfolio Management first reported a position in IQV in Q1 2015 and held it in 8 quarters. The position peaked at $3.56M in Q1 2015. 885 funds tracked by Wall St. Rank hold IQV as of Q2 2022.

  • Bowling Portfolio Management reported no remaining IQVIA position as of Q2 2022 after selling out during the quarter.
  • Bowling Portfolio Management sold 8,408 IQVIA shares in Q2 2022, an estimated $1.94M.
  • Bowling Portfolio Management first reported a position in IQVIA in Q1 2015 and held it in 8 quarters.
  • Bowling Portfolio Management's IQVIA position peaked at $3.56M in Q1 2015.
  • 885 funds tracked by Wall St. Rank held IQVIA as of Q2 2022.

Based on Bowling Portfolio Management's 13F filing for Q2 2022, filed 21 Jul 2022.