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Demars Financial Group’s IQVIA IQV Stock Holding History

Demars Financial 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
2024
Q4 		– Sell
-1,379
Closed -$327K – 77
2024
Q3 		$327K Buy
1,379
+30
+2% +$7.08K 0.15% 57
2024
Q2 		$285K Sell
1,349
-3
-0.2% -$682 0.14% 57
2024
Q1 		$342K Buy
+1,352
New +$316K 0.17% 55
2022
Q2 		– Sell
-3,004
Closed -$695K – 83
2022
Q1 		$695K Buy
3,004
+163
+6% +$38.6K 0.35% 51
2021
Q4 		$802K Sell
2,841
-287
-9% -$74.5K 0.42% 50
2021
Q3 		$749K Buy
3,128
+1,326
+74% +$335K 0.44% 50
2021
Q2 		$437K Sell
1,802
-2
-0.1% -$462 0.26% 61
2021
Q1 		$348K Buy
+1,804
New +$339K 0.23% 66

Other funds holding IQV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Demars Financial Group's IQV Position: Q4 2024 in Review

Demars Financial Group sold out of IQVIA (IQV) in Q4 2024, closing a stake of 1,379 shares — an estimated $327K sold.

Demars Financial Group first reported a position in IQV in Q1 2021 and held it in 8 quarters. The position peaked at $802K in Q4 2021. 1,001 funds tracked by Wall St. Rank hold IQV as of Q4 2024.

  • Demars Financial Group reported no remaining IQVIA position as of Q4 2024 after selling out during the quarter.
  • Demars Financial Group sold 1,379 IQVIA shares in Q4 2024, an estimated $327K.
  • Demars Financial Group first reported a position in IQVIA in Q1 2021 and held it in 8 quarters.
  • Demars Financial Group's IQVIA position peaked at $802K in Q4 2021.
  • 1,001 funds tracked by Wall St. Rank held IQVIA as of Q4 2024.

Based on Demars Financial Group's 13F filing for Q4 2024, filed 13 Feb 2025.