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Catalyst Capital Advisors’s IQVIA IQV Stock Holding History

Catalyst Capital Advisors’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 		– Sell
-425
Closed -$101K – 551
2024
Q3 		$101K Buy
+425
New +$100K ﹤0.01% 273
2022
Q1 		– Sell
-134
Closed -$38K – 426
2021
Q4 		$38K Buy
+134
New +$34.8K ﹤0.01% 308
2019
Q4 		– Sell
-321
Closed -$48K – 361
2019
Q3 		$48K Sell
321
-2
-0.6% -$311 ﹤0.01% 261
2019
Q2 		$52K Buy
323
+37
+13% +$5.19K ﹤0.01% 226
2019
Q1 		$41K Buy
286
+20
+8% +$2.67K ﹤0.01% 243
2018
Q4 		$31K Sell
266
-81
-23% -$9.81K ﹤0.01% 271
2018
Q3 		$45K Buy
347
+117
+51% +$14.1K ﹤0.01% 281
2018
Q2 		$23K Buy
230
+58
+34% +$5.79K ﹤0.01% 317
2018
Q1 		$17K Buy
172
+100
+139% +$10.1K ﹤0.01% 324
2017
Q4 		$7K Hold
72
– – ﹤0.01% 362
2017
Q3 		$7K Hold
72
– – ﹤0.01% 382
2017
Q2 		$6K Buy
+72
New +$6.08K ﹤0.01% 436
2017
Q1 		– Sell
-92
Closed -$7K – 539
2016
Q4 		$7K Sell
92
-1,303
-93% -$99.9K ﹤0.01% 331
2016
Q3 		$113K Sell
1,395
-142
-9% -$10.8K 0.01% 269
2016
Q2 		$100K Sell
1,537
-261
-15% -$17.5K 0.02% 299
2016
Q1 		$117K Buy
1,798
+1,782
+11,138% +$113K 0.02% 283
2015
Q4 		$1K Buy
+16
New +$1.09K ﹤0.01% 528

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 $3.38T AUM 44.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Catalyst Capital Advisors's IQV Position: Q4 2024 in Review

Catalyst Capital Advisors sold out of IQVIA (IQV) in Q4 2024, closing a stake of 425 shares — an estimated $101K sold.

Catalyst Capital Advisors first reported a position in IQV in Q4 2015 and held it in 17 quarters. The position peaked at $117K in Q1 2016. 1,005 funds tracked by Wall St. Rank hold IQV as of Q4 2024.

  • Catalyst Capital Advisors reported no remaining IQVIA position as of Q4 2024 after selling out during the quarter.
  • Catalyst Capital Advisors sold 425 IQVIA shares in Q4 2024, an estimated $101K.
  • Catalyst Capital Advisors first reported a position in IQVIA in Q4 2015 and held it in 17 quarters.
  • Catalyst Capital Advisors's IQVIA position peaked at $117K in Q1 2016.
  • 1,005 funds tracked by Wall St. Rank held IQVIA as of Q4 2024.

Based on Catalyst Capital Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.