BMM
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Buffington Mohr McNeal’s IQVIA IQV Stock Holding History

Buffington Mohr McNeal’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
Q1 		– Sell
-10,549
Closed -$2.98M – 126
2021
Q4 		$2.98M Sell
10,549
-75
-0.7% -$19.5K 0.51% 42
2021
Q3 		$2.54M Sell
10,624
-415
-4% -$105K 0.49% 45
2021
Q2 		$2.67M Sell
11,039
-495
-4% -$114K 0.52% 44
2021
Q1 		$2.23M Sell
11,534
-76
-0.7% -$14.3K 0.48% 45
2020
Q4 		$2.08M Sell
11,610
-50
-0.4% -$8.43K 0.48% 43
2020
Q3 		$1.84M Sell
11,660
-540
-4% -$84.6K 0.48% 43
2020
Q2 		$1.73M Sell
12,200
-385
-3% -$52.2K 0.49% 45
2020
Q1 		$1.36M Sell
12,585
-565
-4% -$80.7K 0.45% 49
2019
Q4 		$2.03M Sell
13,150
-85
-0.6% -$12.4K 0.57% 42
2019
Q3 		$1.98M Hold
13,235
– – 0.61% 41
2019
Q2 		$2.13M Sell
13,235
-370
-3% -$51.9K 0.67% 43
2019
Q1 		$1.96M Sell
13,605
-35
-0.3% -$4.67K 0.63% 43
2018
Q4 		$1.58M Sell
13,640
-250
-2% -$30.3K 0.64% 40
2018
Q3 		$1.8M Sell
13,890
-270
-2% -$32.4K 0.62% 42
2018
Q2 		$1.41M Sell
14,160
-50
-0.4% -$5K 0.53% 43
2018
Q1 		$1.39M Sell
14,210
-125
-0.9% -$12.6K 0.53% 45
2017
Q4 		$1.4M Hold
14,335
– – 0.54% 48
2017
Q3 		$1.54M Hold
14,335
– – 0.6% 46
2017
Q2 		$1.28M Sell
14,335
-90
-0.6% -$7.6K 0.51% 53
2017
Q1 		$1.16M Buy
14,425
+75
+0.5% +$5.85K 0.51% 52
2016
Q4 		$1.09M Sell
14,350
-340
-2% -$26.1K 0.42% 54
2016
Q3 		$1.19M Sell
14,690
-130
-0.9% -$9.84K 0.5% 48
2016
Q2 		$968K Hold
14,820
– – 0.43% 50
2016
Q1 		$964K Sell
14,820
-90
-0.6% -$5.69K 0.42% 51
2015
Q4 		$1.02M Sell
14,910
-505
-3% -$34.5K 0.55% 38
2015
Q3 		$1.07M Sell
15,415
-180
-1% -$13.5K 0.7% 28
2015
Q2 		$1.13M Buy
15,595
+2,535
+19% +$174K 0.63% 34
2015
Q1 		$875K Buy
13,060
+10,190
+355% +$642K 0.49% 38
2014
Q4 		$169K Buy
+2,870
New +$164K 0.1% 61

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 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

Buffington Mohr McNeal's IQV Position: Q1 2022 in Review

Buffington Mohr McNeal sold out of IQVIA (IQV) in Q1 2022, closing a stake of 10,549 shares — an estimated $2.98M sold.

Buffington Mohr McNeal first reported a position in IQV in Q4 2014 and held it in 29 quarters. The position peaked at $2.98M in Q4 2021. 896 funds tracked by Wall St. Rank hold IQV as of Q1 2022.

  • Buffington Mohr McNeal reported no remaining IQVIA position as of Q1 2022 after selling out during the quarter.
  • Buffington Mohr McNeal sold 10,549 IQVIA shares in Q1 2022, an estimated $2.98M.
  • Buffington Mohr McNeal first reported a position in IQVIA in Q4 2014 and held it in 29 quarters.
  • Buffington Mohr McNeal's IQVIA position peaked at $2.98M in Q4 2021.
  • 896 funds tracked by Wall St. Rank held IQVIA as of Q1 2022.

Based on Buffington Mohr McNeal's 13F filing for Q1 2022, filed 2 May 2022.