Clean Yield Group’s IQVIA IQV Stock Holding History

Clean Yield Group’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
2025 Q1	–	Sell	-42	Closed	-$8.25K	–	472
2024 Q4	$8.25K	Hold	42	–	–	﹤0.01%	338
2024 Q3	$9.95K	Hold	42	–	–	﹤0.01%	330
2024 Q2	$8.88K	Hold	42	–	–	﹤0.01%	314
2024 Q1	$10.6K	Hold	42	–	–	﹤0.01%	318
2023 Q4	$9.72K	Sell	42 -72	-63%	-$14.8K	﹤0.01%	313
2023 Q3	$23.3K	Hold	114	–	–	0.01%	271
2023 Q2	$25.6K	Hold	114	–	–	0.01%	273
2023 Q1	$22.7K	Hold	114	–	–	0.01%	282
2022 Q4	$23.4K	Hold	114	–	–	0.01%	281
2022 Q3	$21K	Hold	114	–	–	0.01%	280
2022 Q2	$25K	Hold	114	–	–	0.01%	281
2022 Q1	$26K	Buy	114 +42	+58%	+$9.95K	0.01%	296
2021 Q4	$20K	Hold	72	–	–	0.01%	325
2021 Q3	$17K	Hold	72	–	–	0.01%	331
2021 Q2	$17K	Buy	+72	New	+$16.6K	0.01%	331
2021 Q1	–	Sell	-122	Closed	-$22K	–	258
2020 Q4	$22K	Buy	122 +50	+69%	+$8.43K	0.01%	306
2020 Q3	$11K	Hold	72	–	–	﹤0.01%	302
2020 Q2	$10K	Hold	72	–	–	﹤0.01%	298
2020 Q1	$8K	Buy	+72	New	+$10.3K	﹤0.01%	323

Other funds holding IQV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return