Column Capital Advisors’s IQVIA IQV Stock Holding History

Column 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
2023 Q3	$68.1K	Buy	346 +80	+30%	+$17.4K	0.01%	274
2023 Q2	$59.8K	Hold	266	–	–	0.01%	302
2023 Q1	$52.9K	Sell	266 -65	-20%	-$13.9K	0.01%	315
2022 Q4	$67.8K	Hold	331	–	–	0.01%	258
2022 Q3	$60K	Hold	331	–	–	0.01%	246
2022 Q2	$72K	Hold	331	–	–	0.01%	230
2022 Q1	$77K	Buy	331 +163	+97%	+$38.6K	0.01%	234
2021 Q4	$47K	Hold	168	–	–	0.01%	307
2021 Q3	$40K	Hold	168	–	–	0.01%	304
2021 Q2	$41K	Hold	168	–	–	0.01%	302
2021 Q1	$32K	Hold	168	–	–	0.01%	327
2020 Q4	$30K	Hold	168	–	–	0.01%	340
2020 Q3	$26K	Hold	168	–	–	0.01%	331
2020 Q2	$23K	Sell	168 -12	-7%	-$1.63K	0.01%	356
2020 Q1	$19K	Hold	180	–	–	0.01%	317
2019 Q4	$27K	Buy	+180	New	+$26.3K	0.01%	320

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Lazard Asset Management

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return