Congress Asset Management’s IQVIA IQV Stock Holding History

Congress Asset Management’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 Q2	–	Sell	-945	Closed	-$239K	–	370
2024 Q1	$239K	Sell	945 -335	-26%	-$78.2K	﹤0.01%	351
2023 Q4	$296K	Sell	1,280 -1,871	-59%	-$384K	﹤0.01%	359
2023 Q3	$620K	Sell	3,151 -5	-0.2%	-$1.09K	0.01%	332
2023 Q2	$709K	Sell	3,156 -2,861	-48%	-$574K	0.01%	320
2023 Q1	$1.2M	Buy	6,017 +2,359	+64%	+$504K	0.01%	303
2022 Q4	$749K	Buy	+3,658	New	+$742K	0.01%	319

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

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

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

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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

FCM

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

Congress Asset Management's IQV Position: Q2 2024 in Review

Congress Asset Management sold out of IQVIA (IQV) in Q2 2024, closing a stake of 945 shares — an estimated $239K sold.

Congress Asset Management first reported a position in IQV in Q4 2022 and held it in 6 quarters. The position peaked at $1.2M in Q1 2023. 1,019 funds tracked by Wall St. Rank hold IQV as of Q2 2024.

Congress Asset Management reported no remaining IQVIA position as of Q2 2024 after selling out during the quarter.
Congress Asset Management sold 945 IQVIA shares in Q2 2024, an estimated $239K.
Congress Asset Management first reported a position in IQVIA in Q4 2022 and held it in 6 quarters.
Congress Asset Management's IQVIA position peaked at $1.2M in Q1 2023.
1,019 funds tracked by Wall St. Rank held IQVIA as of Q2 2024.

Based on Congress Asset Management's 13F filing for Q2 2024, filed 2 Aug 2024.