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Evelyn V. Moreno’s IQVIA IQV Stock Holding History

Evelyn V. Moreno’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 		$2.98M Sell
12,860
-8,165
-39% -$1.68M 1.4% 19
2023
Q3 		$4.14M Buy
21,025
+16,233
+339% +$3.52M 0.9% 40
2023
Q2 		$1.08M Buy
+4,792
New +$962K 0.23% 61

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Evelyn V. Moreno's IQV Position: Q4 2023 in Review

Evelyn V. Moreno reduced its IQVIA (IQV) stake by 39% in Q4 2023, selling an estimated $1.68M and leaving 12,860 shares worth $2.98M. The position accounts for 1.4% of the portfolio, ranked #19.

Evelyn V. Moreno first reported a position in IQV in Q2 2023 and has held it in 3 quarters since. The position peaked at $4.14M in Q3 2023. 956 funds tracked by Wall St. Rank hold IQV as of Q4 2023.

  • Evelyn V. Moreno held 12,860 shares of IQVIA worth $2.98M as of Q4 2023.
  • Evelyn V. Moreno sold 8,165 IQVIA shares in Q4 2023, an estimated $1.68M.
  • IQVIA made up 1.4% of Evelyn V. Moreno's portfolio in Q4 2023, its #19 holding.
  • Evelyn V. Moreno first reported a position in IQVIA in Q2 2023 and has held it in 3 quarters since.
  • Evelyn V. Moreno's IQVIA position peaked at $4.14M in Q3 2023.
  • 956 funds tracked by Wall St. Rank held IQVIA as of Q4 2023.

Based on Evelyn V. Moreno's 13F filing for Q4 2023, filed 9 Feb 2024.