Gideon Capital Advisors’s IQVIA IQV Stock Holding History

Gideon Capital Advisors’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 Q3	–	Sell	-3,199	Closed	-$515K	–	342
2019 Q2	$515K	Buy	+3,199	New	+$449K	0.18%	173
2018 Q2	–	Sell	-2,155	Closed	-$211K	–	430
2018 Q1	$211K	Buy	+2,155	New	+$218K	0.13%	311
2015 Q4	–	Sell	-6,171	Closed	-$429K	–	234
2015 Q3	$429K	Buy	+6,171	New	+$462K	0.25%	131
2015 Q2	–	Sell	-4,567	Closed	-$306K	–	275
2015 Q1	$306K	Buy	+4,567	New	+$288K	0.12%	189

Other funds holding IQV

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TGHSA

TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JSP

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

GCM

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Gideon Capital Advisors's IQV Position: Q3 2019 in Review

Gideon Capital Advisors sold out of IQVIA (IQV) in Q3 2019, closing a stake of 3,199 shares — an estimated $515K sold.

Gideon Capital Advisors first reported a position in IQV in Q1 2015 and held it in 4 quarters. The position peaked at $515K in Q2 2019. 668 funds tracked by Wall St. Rank hold IQV as of Q3 2019.

Gideon Capital Advisors reported no remaining IQVIA position as of Q3 2019 after selling out during the quarter.
Gideon Capital Advisors sold 3,199 IQVIA shares in Q3 2019, an estimated $515K.
Gideon Capital Advisors first reported a position in IQVIA in Q1 2015 and held it in 4 quarters.
Gideon Capital Advisors's IQVIA position peaked at $515K in Q2 2019.
668 funds tracked by Wall St. Rank held IQVIA as of Q3 2019.

Based on Gideon Capital Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.