Itau Unibanco Holding S.A.’s IQVIA IQV Stock Holding History

Itau Unibanco Holding S.A.’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	–	Sell	-137	Closed	-$29K	–	378
2024 Q2	$29K	Buy	+137	New	+$31.1K	﹤0.01%	204
2024 Q1	–	Sell	-252	Closed	-$58.3K	–	245
2023 Q4	$58.3K	Sell	252 -65	-21%	-$13.3K	﹤0.01%	211
2023 Q3	$62.4K	Sell	317 -1	-0.3%	-$217	﹤0.01%	252
2023 Q2	$71.5K	Sell	318 -26,437	-99%	-$5.31M	﹤0.01%	271
2023 Q1	$5.32M	Buy	26,755 +22,388	+513%	+$4.79M	0.27%	59
2022 Q4	$907K	Sell	4,367 -576	-12%	-$117K	0.04%	126
2022 Q3	$895K	Buy	+4,943	New	+$1.08M	0.04%	119
2022 Q2	–	Sell	-778	Closed	-$180K	–	544
2022 Q1	$180K	Buy	778 +404	+108%	+$95.7K	0.01%	234
2021 Q4	$106K	Sell	374 -348	-48%	-$90.3K	﹤0.01%	217
2021 Q3	$173K	Buy	722 +391	+118%	+$98.7K	0.01%	149
2021 Q2	$80K	Buy	+331	New	+$76.4K	﹤0.01%	144
2020 Q2	–	Sell	-394	Closed	-$42K	–	292
2020 Q1	$42K	Buy	+394	New	+$56.3K	﹤0.01%	312
2017 Q2	–	Sell	-290	Closed	-$23K	–	712
2017 Q1	$23K	Buy	+290	New	+$22.6K	﹤0.01%	375

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

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

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

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

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

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

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

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

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Itau Unibanco Holding S.A.'s IQV Position: Q3 2024 in Review

Itau Unibanco Holding S.A. sold out of IQVIA (IQV) in Q3 2024, closing a stake of 137 shares — an estimated $29K sold.

Itau Unibanco Holding S.A. first reported a position in IQV in Q1 2017 and held it in 13 quarters. The position peaked at $5.32M in Q1 2023. 1,060 funds tracked by Wall St. Rank hold IQV as of Q3 2024.

Itau Unibanco Holding S.A. reported no remaining IQVIA position as of Q3 2024 after selling out during the quarter.
Itau Unibanco Holding S.A. sold 137 IQVIA shares in Q3 2024, an estimated $29K.
Itau Unibanco Holding S.A. first reported a position in IQVIA in Q1 2017 and held it in 13 quarters.
Itau Unibanco Holding S.A.'s IQVIA position peaked at $5.32M in Q1 2023.
1,060 funds tracked by Wall St. Rank held IQVIA as of Q3 2024.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q3 2024, filed 14 Nov 2024.