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Essex Investment Management’s IQVIA IQV Stock Holding History

Essex Investment 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
2015
Q1 		– Sell
-5,775
Closed -$340K – 339
2014
Q4 		$340K Hold
5,775
– – 0.05% 265
2014
Q3 		$322K Sell
5,775
-1,400
-20% -$78.2K 0.05% 285
2014
Q2 		$382K Buy
7,175
+1,400
+24% +$70.7K 0.06% 269
2014
Q1 		$293K Sell
5,775
-1,582
-22% -$79.7K 0.04% 297
2013
Q4 		$341K Buy
+7,357
New +$322K 0.05% 309

Other funds holding IQV

BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
3I
3I Investments London Swie 5jd, United Kingdom $259M AUM 10.04% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Essex Investment Management's IQV Position: Q1 2015 in Review

Essex Investment Management sold out of IQVIA (IQV) in Q1 2015, closing a stake of 5,775 shares — an estimated $340K sold.

Essex Investment Management first reported a position in IQV in Q4 2013 and held it in 5 quarters. The position peaked at $382K in Q2 2014. 284 funds tracked by Wall St. Rank hold IQV as of Q1 2015.

  • Essex Investment Management reported no remaining IQVIA position as of Q1 2015 after selling out during the quarter.
  • Essex Investment Management sold 5,775 IQVIA shares in Q1 2015, an estimated $340K.
  • Essex Investment Management first reported a position in IQVIA in Q4 2013 and held it in 5 quarters.
  • Essex Investment Management's IQVIA position peaked at $382K in Q2 2014.
  • 284 funds tracked by Wall St. Rank held IQVIA as of Q1 2015.

Based on Essex Investment Management's 13F filing for Q1 2015, filed 6 May 2015.