Echo Street Capital Management’s IQVIA IQV Stock Holding History

Echo Street Capital 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
2023 Q4	–	Sell	-4,569	Closed	-$899K	–	217
2023 Q3	$899K	Buy	+4,569	New	+$992K	0.01%	160
2023 Q2	–	Sell	-2,799	Closed	-$557K	–	526
2023 Q1	$557K	Sell	2,799 -13,841	-83%	-$2.96M	0.01%	236
2022 Q4	$3.41M	Buy	16,640 +905	+6%	+$184K	0.03%	86
2022 Q3	$2.85M	Buy	+15,735	New	+$3.45M	0.03%	101
2022 Q2	–	Sell	-8,898	Closed	-$2.06M	–	630
2022 Q1	$2.06M	Buy	+8,898	New	+$2.11M	0.01%	131
2021 Q4	–	Sell	-4,389	Closed	-$1.05M	–	689
2021 Q3	$1.05M	Buy	4,389 +1,461	+50%	+$369K	0.01%	233
2021 Q2	$710K	Sell	2,928 -101,455	-97%	-$23.4M	0.01%	270
2021 Q1	$20.2M	Buy	+104,383	New	+$19.6M	0.18%	106
2020 Q3	–	Sell	-121,883	Closed	-$17.3M	–	241
2020 Q2	$17.3M	Buy	+121,883	New	+$16.5M	0.2%	137
2020 Q1	–	Sell	-135,987	Closed	-$21M	–	193
2019 Q4	$21M	Buy	+135,987	New	+$19.9M	0.32%	112

Other funds holding IQV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

FCM

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

Echo Street Capital Management's IQV Position: Q4 2023 in Review

Echo Street Capital Management sold out of IQVIA (IQV) in Q4 2023, closing a stake of 4,569 shares — an estimated $899K sold.

Echo Street Capital Management first reported a position in IQV in Q4 2019 and held it in 10 quarters. The position peaked at $21M in Q4 2019. 957 funds tracked by Wall St. Rank hold IQV as of Q4 2023.

Echo Street Capital Management reported no remaining IQVIA position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 4,569 IQVIA shares in Q4 2023, an estimated $899K.
Echo Street Capital Management first reported a position in IQVIA in Q4 2019 and held it in 10 quarters.
Echo Street Capital Management's IQVIA position peaked at $21M in Q4 2019.
957 funds tracked by Wall St. Rank held IQVIA as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.