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Essex Financial Services’s IQVIA IQV Stock Holding History

Essex Financial Services’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
2019
Q1 		– Sell
-1,920
Closed -$223K – 246
2018
Q4 		$223K Hold
1,920
– – 0.07% 218
2018
Q3 		$249K Buy
+1,920
New +$231K 0.05% 243
2018
Q1 		– Sell
-2,290
Closed -$224K – 361
2017
Q4 		$224K Sell
2,290
-130
-5% -$13.2K 0.05% 248
2017
Q3 		$230K Sell
2,420
-260
-10% -$24.1K 0.06% 244
2017
Q2 		$240K Buy
+2,680
New +$226K 0.05% 304

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
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

Essex Financial Services's IQV Position: Q1 2019 in Review

Essex Financial Services sold out of IQVIA (IQV) in Q1 2019, closing a stake of 1,920 shares — an estimated $223K sold.

Essex Financial Services first reported a position in IQV in Q2 2017 and held it in 5 quarters. The position peaked at $249K in Q3 2018. 644 funds tracked by Wall St. Rank hold IQV as of Q1 2019.

  • Essex Financial Services reported no remaining IQVIA position as of Q1 2019 after selling out during the quarter.
  • Essex Financial Services sold 1,920 IQVIA shares in Q1 2019, an estimated $223K.
  • Essex Financial Services first reported a position in IQVIA in Q2 2017 and held it in 5 quarters.
  • Essex Financial Services's IQVIA position peaked at $249K in Q3 2018.
  • 644 funds tracked by Wall St. Rank held IQVIA as of Q1 2019.

Based on Essex Financial Services's 13F filing for Q1 2019, filed 2 May 2019.