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Interchange Capital Partners’s IQVIA IQV Stock Holding History

Interchange Capital Partners’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
-1,008
Closed -$227K – 158
2023
Q2 		$227K Buy
+1,008
New +$202K 0.17% 135
2022
Q2 		– Sell
-866
Closed -$200K – 163
2022
Q1 		$200K Buy
+866
New +$205K 0.21% 151

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Interchange Capital Partners's IQV Position: Q3 2023 in Review

Interchange Capital Partners sold out of IQVIA (IQV) in Q3 2023, closing a stake of 1,008 shares — an estimated $227K sold.

Interchange Capital Partners first reported a position in IQV in Q1 2022 and held it in 2 quarters. The position peaked at $227K in Q2 2023. 943 funds tracked by Wall St. Rank hold IQV as of Q3 2023.

  • Interchange Capital Partners reported no remaining IQVIA position as of Q3 2023 after selling out during the quarter.
  • Interchange Capital Partners sold 1,008 IQVIA shares in Q3 2023, an estimated $227K.
  • Interchange Capital Partners first reported a position in IQVIA in Q1 2022 and held it in 2 quarters.
  • Interchange Capital Partners's IQVIA position peaked at $227K in Q2 2023.
  • 943 funds tracked by Wall St. Rank held IQVIA as of Q3 2023.

Based on Interchange Capital Partners's 13F filing for Q3 2023, filed 13 Nov 2023.