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Cambridge Trust’s IQVIA IQV Stock Holding History

Cambridge Trust’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
2023
Q4 		– Sell
-78
Closed -$15.3K – 716
2023
Q3 		$15.3K Buy
+78
New +$16.9K ﹤0.01% 531
2022
Q2 		– Sell
-43
Closed -$10K – 902
2022
Q1 		$10K Hold
43
– – ﹤0.01% 750
2021
Q4 		$12K Buy
+43
New +$11.2K ﹤0.01% 783

Other funds holding IQV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

Cambridge Trust's IQV Position: Q4 2023 in Review

Cambridge Trust sold out of IQVIA (IQV) in Q4 2023, closing a stake of 78 shares — an estimated $15.3K sold.

Cambridge Trust first reported a position in IQV in Q4 2021 and held it in 3 quarters. The position peaked at $15.3K in Q3 2023. 957 funds tracked by Wall St. Rank hold IQV as of Q4 2023.

  • Cambridge Trust reported no remaining IQVIA position as of Q4 2023 after selling out during the quarter.
  • Cambridge Trust sold 78 IQVIA shares in Q4 2023, an estimated $15.3K.
  • Cambridge Trust first reported a position in IQVIA in Q4 2021 and held it in 3 quarters.
  • Cambridge Trust's IQVIA position peaked at $15.3K in Q3 2023.
  • 957 funds tracked by Wall St. Rank held IQVIA as of Q4 2023.

Based on Cambridge Trust's 13F filing for Q4 2023, filed 31 Jan 2024.