Epoch Investment Partners’s IQVIA IQV Stock Holding History

Epoch Investment Partners’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	-104,393	Closed	-$20.5M	–	423
2023 Q3	$20.5M	Sell	104,393 -2,782	-3%	-$604K	0.13%	195
2023 Q2	$24.1M	Sell	107,175 -597	-0.6%	-$120K	0.14%	191
2023 Q1	$21.4M	Buy	107,772 +27,913	+35%	+$5.97M	0.13%	198
2022 Q4	$16.4M	Buy	79,859 +40,232	+102%	+$8.16M	0.1%	216
2022 Q3	$7.18M	Sell	39,627 -412	-1%	-$90.3K	0.05%	283
2022 Q2	$8.69M	Sell	40,039 -692	-2%	-$150K	0.05%	275
2022 Q1	$9.42M	Sell	40,731 -273	-0.7%	-$64.7K	0.05%	284
2021 Q4	$11.6M	Sell	41,004 -634	-2%	-$165K	0.06%	264
2021 Q3	$9.97M	Sell	41,638 -7,179	-15%	-$1.81M	0.06%	265
2021 Q2	$11.8M	Buy	+48,817	New	+$11.3M	0.06%	238

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 $75.4B AUM 14.46% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

Epoch Investment Partners's IQV Position: Q4 2023 in Review

Epoch Investment Partners sold out of IQVIA (IQV) in Q4 2023, closing a stake of 104,393 shares — an estimated $20.5M sold.

Epoch Investment Partners first reported a position in IQV in Q2 2021 and held it in 10 quarters. The position peaked at $24.1M in Q2 2023. 958 funds tracked by Wall St. Rank hold IQV as of Q4 2023.

Epoch Investment Partners reported no remaining IQVIA position as of Q4 2023 after selling out during the quarter.
Epoch Investment Partners sold 104,393 IQVIA shares in Q4 2023, an estimated $20.5M.
Epoch Investment Partners first reported a position in IQVIA in Q2 2021 and held it in 10 quarters.
Epoch Investment Partners's IQVIA position peaked at $24.1M in Q2 2023.
958 funds tracked by Wall St. Rank held IQVIA as of Q4 2023.

Based on Epoch Investment Partners's 13F filing for Q4 2023, filed 13 Feb 2024.