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Fractal Investments’s IQVIA IQV Stock Holding History

Fractal Investments’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
Q3 		– Sell
-910
Closed -$205K – 104
2023
Q2 		$205K Buy
+910
New +$183K 0.05% 98
2022
Q2 		– Sell
-910
Closed -$210K – 96
2022
Q1 		$210K Hold
910
– – 0.06% 113
2021
Q4 		$257K Buy
+910
New +$236K 0.09% 97

Other funds holding IQV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Fractal Investments's IQV Position: Q3 2023 in Review

Fractal Investments sold out of IQVIA (IQV) in Q3 2023, closing a stake of 910 shares — an estimated $205K sold.

Fractal Investments first reported a position in IQV in Q4 2021 and held it in 3 quarters. The position peaked at $257K in Q4 2021. 943 funds tracked by Wall St. Rank hold IQV as of Q3 2023.

  • Fractal Investments reported no remaining IQVIA position as of Q3 2023 after selling out during the quarter.
  • Fractal Investments sold 910 IQVIA shares in Q3 2023, an estimated $205K.
  • Fractal Investments first reported a position in IQVIA in Q4 2021 and held it in 3 quarters.
  • Fractal Investments's IQVIA position peaked at $257K in Q4 2021.
  • 943 funds tracked by Wall St. Rank held IQVIA as of Q3 2023.

Based on Fractal Investments's 13F filing for Q3 2023, filed 31 Oct 2023.