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GYL Financial Synergies’s IQVIA IQV Stock Holding History

GYL Financial Synergies’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
Q3 		$13.3M Buy
56,262
+90
+0.2% +$21.2K 1% 23
2024
Q2 		$11.9M Sell
56,172
-667
-1% -$152K 0.92% 27
2024
Q1 		$14.4M Sell
56,839
-498
-0.9% -$116K 1.13% 19
2023
Q4 		$13.3M Sell
57,337
-1,014
-2% -$208K 1.1% 17
2023
Q3 		$11.5M Sell
58,351
-1,026
-2% -$223K 1.12% 19
2023
Q2 		$13.3M Sell
59,377
-1,014
-2% -$204K 1.21% 17
2023
Q1 		$12M Buy
+60,391
New +$12.9M 1.44% 17

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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

GYL Financial Synergies's IQV Position: Q3 2024 in Review

GYL Financial Synergies increased its IQVIA (IQV) stake by 0.16% in Q3 2024, buying an estimated $21.2K and bringing the position to 56,262 shares worth $13.3M. The position accounts for 1% of the portfolio, ranked #23.

GYL Financial Synergies first reported a position in IQV in Q1 2023 and has held it in 7 quarters since. The position peaked at $14.4M in Q1 2024. 1,062 funds tracked by Wall St. Rank hold IQV as of Q3 2024.

  • GYL Financial Synergies held 56,262 shares of IQVIA worth $13.3M as of Q3 2024.
  • GYL Financial Synergies bought 90 IQVIA shares in Q3 2024, an estimated $21.2K.
  • IQVIA made up 1% of GYL Financial Synergies's portfolio in Q3 2024, its #23 holding.
  • GYL Financial Synergies first reported a position in IQVIA in Q1 2023 and has held it in 7 quarters since.
  • GYL Financial Synergies's IQVIA position peaked at $14.4M in Q1 2024.
  • 1,062 funds tracked by Wall St. Rank held IQVIA as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.