Evercore Wealth Management’s IQVIA IQV Stock Holding History

Evercore Wealth 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
2016 Q4	–	Sell	-57	Closed	-$5K	–	1059
2016 Q3	$5K	Hold	57	–	–	﹤0.01%	933
2016 Q2	$4K	Hold	57	–	–	﹤0.01%	950
2016 Q1	$4K	Hold	57	–	–	﹤0.01%	878
2015 Q4	$4K	Buy	+57	New	+$3.9K	﹤0.01%	938
2015 Q3	–	Sell	-45	Closed	-$3K	–	1014
2015 Q2	$3K	Hold	45	–	–	﹤0.01%	1013
2015 Q1	$3K	Buy	+45	New	+$2.84K	﹤0.01%	951
2014 Q3	–	Sell	-21	Closed	-$1K	–	963
2014 Q2	$1K	Buy	+21	New	+$1.06K	﹤0.01%	991

Other funds holding IQV

TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return

Glenview Capital Management New York $3.69B AUM 20.52% 1-Year Est. Return

Brahman Capital New York $275M AUM 18.08% 1-Year Est. Return

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return