DI
IQV icon

Disciplined Investments’s IQVIA IQV Stock Holding History

Disciplined Investments’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 		– Sell
-13
Closed -$2.92K – 805
2023
Q2 		$2.92K Sell
13
-3
-19% -$602 ﹤0.01% 527
2023
Q1 		$3.18K Buy
16
+4
+33% +$855 ﹤0.01% 512
2022
Q4 		$2.46K Sell
12
-4
-25% -$811 ﹤0.01% 555
2022
Q3 		$3K Buy
16
+3
+23% +$657 ﹤0.01% 525
2022
Q2 		$3K Hold
13
– – ﹤0.01% 549
2022
Q1 		$3K Buy
+13
New +$3.08K ﹤0.01% 583
2020
Q2 		– Sell
-184
Closed -$20K – 423
2020
Q1 		$20K Buy
184
+163
+776% +$23.3K 0.02% 215
2019
Q4 		$3K Buy
+21
New +$3.07K ﹤0.01% 359

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
State Street
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
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