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Credential Securities’s IQVIA IQV Stock Holding History

Credential Securities’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
2018
Q2 		$674K Sell
6,751
-152
-2% -$15.2K 0.15% 95
2018
Q1 		$677K Buy
6,903
+5,851
+556% +$591K 0.16% 98
2017
Q4 		$103K Buy
1,052
+236
+29% +$24K 0.02% 200
2017
Q3 		$77.6K Buy
816
+180
+28% +$16.7K 0.02% 208
2017
Q2 		$56.9K Buy
636
+42
+7% +$3.55K 0.02% 208
2017
Q1 		$47.8K Buy
594
+441
+288% +$34.4K 0.02% 207
2016
Q4 		$11.6K Sell
153
-121
-44% -$9.28K ﹤0.01% 213
2016
Q3 		$22.2K Buy
274
+245
+845% +$18.6K 0.01% 193
2016
Q2 		$1.9K Buy
+29
New +$1.94K ﹤0.01% 221

Other funds holding IQV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 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
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Credential Securities's IQV Position: Q2 2018 in Review

Credential Securities reduced its IQVIA (IQV) stake by 2.2% in Q2 2018, selling an estimated $15.2K and leaving 6,751 shares worth $674K. The position accounts for 0.15% of the portfolio, ranked #95.

Credential Securities first reported a position in IQV in Q2 2016 and has held it in 9 quarters since. The position peaked at $677K in Q1 2018. 514 funds tracked by Wall St. Rank hold IQV as of Q2 2018.

  • Credential Securities held 6,751 shares of IQVIA worth $674K as of Q2 2018.
  • Credential Securities sold 152 IQVIA shares in Q2 2018, an estimated $15.2K.
  • IQVIA made up 0.15% of Credential Securities's portfolio in Q2 2018, its #95 holding.
  • Credential Securities first reported a position in IQVIA in Q2 2016 and has held it in 9 quarters since.
  • Credential Securities's IQVIA position peaked at $677K in Q1 2018.
  • 514 funds tracked by Wall St. Rank held IQVIA as of Q2 2018.

Based on Credential Securities's 13F filing for Q2 2018, filed 21 Jul 2025.