Greenup Street Wealth Management’s IQVIA IQV Stock Holding History

Greenup Street 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
2024 Q1	–	Sell	-11,132	Closed	-$2.58M	–	87
2023 Q4	$2.58M	Sell	11,132 -303	-3%	-$62.2K	0.72%	31
2023 Q3	$2.25M	Buy	+11,435	New	+$2.48M	0.73%	28
2023 Q2	–	Sell	-9,255	Closed	-$1.84M	–	100
2023 Q1	$1.84M	Buy	9,255 +1,350	+17%	+$289K	0.65%	32
2022 Q4	$1.62M	Sell	7,905 -123	-2%	-$24.9K	0.68%	41
2022 Q3	$1.45M	Buy	8,028 +318	+4%	+$69.7K	0.66%	39
2022 Q2	$1.67M	Sell	7,710 -2,389	-24%	-$519K	0.79%	34
2022 Q1	$2.33M	Buy	+10,099	New	+$2.39M	1.29%	25

Other funds holding IQV

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Greenup Street Wealth Management's IQV Position: Q1 2024 in Review

Greenup Street Wealth Management sold out of IQVIA (IQV) in Q1 2024, closing a stake of 11,132 shares — an estimated $2.58M sold.

Greenup Street Wealth Management first reported a position in IQV in Q1 2022 and held it in 7 quarters. The position peaked at $2.58M in Q4 2023. 1,015 funds tracked by Wall St. Rank hold IQV as of Q1 2024.

Greenup Street Wealth Management reported no remaining IQVIA position as of Q1 2024 after selling out during the quarter.
Greenup Street Wealth Management sold 11,132 IQVIA shares in Q1 2024, an estimated $2.58M.
Greenup Street Wealth Management first reported a position in IQVIA in Q1 2022 and held it in 7 quarters.
Greenup Street Wealth Management's IQVIA position peaked at $2.58M in Q4 2023.
1,015 funds tracked by Wall St. Rank held IQVIA as of Q1 2024.

Based on Greenup Street Wealth Management's 13F filing for Q1 2024, filed 6 May 2024.