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EFG Asset Management (Americas)’s IQVIA IQV Stock Holding History

EFG Asset Management (Americas)’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
Q2 		– Sell
-1,014
Closed -$256K – 130
2024
Q1 		$256K Sell
1,014
-490
-33% -$114K 0.08% 118
2023
Q4 		$348K Sell
1,504
-162
-10% -$33.3K 0.08% 119
2023
Q3 		$328K Sell
1,666
-69
-4% -$15K 0.08% 123
2023
Q2 		$390K Sell
1,735
-189
-10% -$37.9K 0.09% 117
2023
Q1 		$383K Buy
1,924
+210
+12% +$44.9K 0.09% 114
2022
Q4 		$351K Buy
1,714
+5
+0.3% +$1.01K 0.09% 110
2022
Q3 		$310K Sell
1,709
-1
-0.1% -$219 0.08% 114
2022
Q2 		$371K Sell
1,710
-360
-17% -$78.2K 0.09% 109
2022
Q1 		$479K Sell
2,070
-623
-23% -$148K 0.09% 114
2021
Q4 		$760K Sell
2,693
-216
-7% -$56.1K 0.13% 100
2021
Q3 		$697K Buy
2,909
+25
+0.9% +$6.31K 0.12% 104
2021
Q2 		$699K Sell
2,884
-33
-1% -$7.62K 0.13% 107
2021
Q1 		$563K Buy
2,917
+517
+22% +$97.1K 0.12% 109
2020
Q4 		$430K Sell
2,400
-68
-3% -$11.5K 0.09% 110
2020
Q3 		$389K Buy
2,468
+415
+20% +$65K 0.09% 111
2020
Q2 		$291K Buy
+2,053
New +$278K 0.08% 113

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

EFG Asset Management (Americas)'s IQV Position: Q2 2024 in Review

EFG Asset Management (Americas) sold out of IQVIA (IQV) in Q2 2024, closing a stake of 1,014 shares — an estimated $256K sold.

EFG Asset Management (Americas) first reported a position in IQV in Q2 2020 and held it in 16 quarters. The position peaked at $760K in Q4 2021. 1,019 funds tracked by Wall St. Rank hold IQV as of Q2 2024.

  • EFG Asset Management (Americas) reported no remaining IQVIA position as of Q2 2024 after selling out during the quarter.
  • EFG Asset Management (Americas) sold 1,014 IQVIA shares in Q2 2024, an estimated $256K.
  • EFG Asset Management (Americas) first reported a position in IQVIA in Q2 2020 and held it in 16 quarters.
  • EFG Asset Management (Americas)'s IQVIA position peaked at $760K in Q4 2021.
  • 1,019 funds tracked by Wall St. Rank held IQVIA as of Q2 2024.

Based on EFG Asset Management (Americas)'s 13F filing for Q2 2024, filed 6 Aug 2024.