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Guardian Capital (Canada)’s IQVIA IQV Stock Holding History

Guardian Capital (Canada)’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 		– Sell
-3,066
Closed -$603K – 158
2023
Q3 		$603K Sell
3,066
-59
-2% -$12.8K 0.02% 135
2023
Q2 		$702K Sell
3,125
-99
-3% -$19.9K 0.02% 139
2023
Q1 		$641K Sell
3,224
-377
-10% -$80.6K 0.02% 140
2022
Q4 		$738K Sell
3,601
-118
-3% -$23.9K 0.02% 133
2022
Q3 		$674K Sell
3,719
-38
-1% -$8.32K 0.02% 142
2022
Q2 		$815K Buy
3,757
+1,062
+39% +$231K 0.02% 137
2022
Q1 		$623K Buy
2,695
+114
+4% +$27K 0.01% 155
2021
Q4 		$728K Buy
2,581
+32
+1% +$8.3K 0.01% 150
2021
Q3 		$611K Buy
2,549
+14
+0.6% +$3.53K 0.01% 154
2021
Q2 		$614K Sell
2,535
-169
-6% -$39K 0.01% 157
2021
Q1 		$522K Buy
+2,704
New +$508K 0.01% 159

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

Guardian Capital (Canada)'s IQV Position: Q4 2023 in Review

Guardian Capital (Canada) sold out of IQVIA (IQV) in Q4 2023, closing a stake of 3,066 shares — an estimated $603K sold.

Guardian Capital (Canada) first reported a position in IQV in Q1 2021 and held it in 11 quarters. The position peaked at $815K in Q2 2022. 956 funds tracked by Wall St. Rank hold IQV as of Q4 2023.

  • Guardian Capital (Canada) reported no remaining IQVIA position as of Q4 2023 after selling out during the quarter.
  • Guardian Capital (Canada) sold 3,066 IQVIA shares in Q4 2023, an estimated $603K.
  • Guardian Capital (Canada) first reported a position in IQVIA in Q1 2021 and held it in 11 quarters.
  • Guardian Capital (Canada)'s IQVIA position peaked at $815K in Q2 2022.
  • 956 funds tracked by Wall St. Rank held IQVIA as of Q4 2023.

Based on Guardian Capital (Canada)'s 13F filing for Q4 2023, filed 8 Feb 2024.