Jackson Grant Investment Advisers’s IQVIA IQV Stock Holding History

Jackson Grant Investment Advisers’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 Q2	–	Sell	-345	Closed	-$68.6K	–	447
2023 Q1	$68.6K	Hold	345	–	–	0.03%	164
2022 Q4	$70.7K	Hold	345	–	–	0.03%	155
2022 Q3	$62K	Hold	345	–	–	0.03%	157
2022 Q2	$75K	Hold	345	–	–	0.04%	149
2022 Q1	$80K	Hold	345	–	–	0.03%	161
2021 Q4	$97K	Hold	345	–	–	0.05%	124
2021 Q3	$83K	Hold	345	–	–	0.04%	162
2021 Q2	$84K	Hold	345	–	–	0.04%	159
2021 Q1	$67K	Hold	345	–	–	0.03%	177
2020 Q4	$62K	Buy	+345	New	+$58.1K	0.03%	165

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 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

Jackson Grant Investment Advisers's IQV Position: Q2 2023 in Review

Jackson Grant Investment Advisers sold out of IQVIA (IQV) in Q2 2023, closing a stake of 345 shares — an estimated $68.6K sold.

Jackson Grant Investment Advisers first reported a position in IQV in Q4 2020 and held it in 10 quarters. The position peaked at $97K in Q4 2021. 930 funds tracked by Wall St. Rank hold IQV as of Q2 2023.

Jackson Grant Investment Advisers reported no remaining IQVIA position as of Q2 2023 after selling out during the quarter.
Jackson Grant Investment Advisers sold 345 IQVIA shares in Q2 2023, an estimated $68.6K.
Jackson Grant Investment Advisers first reported a position in IQVIA in Q4 2020 and held it in 10 quarters.
Jackson Grant Investment Advisers's IQVIA position peaked at $97K in Q4 2021.
930 funds tracked by Wall St. Rank held IQVIA as of Q2 2023.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2023, filed 1 Aug 2023.