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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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Disciplined Investments's IQV Position: Q3 2023 in Review

Disciplined Investments sold out of IQVIA (IQV) in Q3 2023, closing a stake of 13 shares — an estimated $2.92K sold.

Disciplined Investments first reported a position in IQV in Q4 2019 and held it in 8 quarters. The position peaked at $20K in Q1 2020. 943 funds tracked by Wall St. Rank hold IQV as of Q3 2023.

  • Disciplined Investments reported no remaining IQVIA position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 13 IQVIA shares in Q3 2023, an estimated $2.92K.
  • Disciplined Investments first reported a position in IQVIA in Q4 2019 and held it in 8 quarters.
  • Disciplined Investments's IQVIA position peaked at $20K in Q1 2020.
  • 943 funds tracked by Wall St. Rank held IQVIA as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.