Kaizen Advisory’s IQVIA IQV Stock Holding History

Kaizen Advisory’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
2018 Q4	$52K	Buy	450 +112	+33%	+$13.6K	0.04%	321
2018 Q3	$44K	Hold	338	–	–	0.02%	358
2018 Q2	$34K	Buy	338 +193	+133%	+$19.3K	0.02%	413
2018 Q1	$14K	Hold	145	–	–	0.01%	405
2017 Q4	$14K	Buy	+145	New	+$14.8K	0.01%	397

Other funds holding IQV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TGHSA

TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

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

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

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

GCM

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

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

Kaizen Advisory's IQV Position: Q4 2018 in Review

Kaizen Advisory increased its IQVIA (IQV) stake by 33% in Q4 2018, buying an estimated $13.6K and bringing the position to 450 shares worth $52K. The position accounts for 0.04% of the portfolio, ranked #321.

Kaizen Advisory first reported a position in IQV in Q4 2017 and has held it in 5 quarters since. 584 funds tracked by Wall St. Rank hold IQV as of Q4 2018.

Kaizen Advisory held 450 shares of IQVIA worth $52K as of Q4 2018.
Kaizen Advisory bought 112 IQVIA shares in Q4 2018, an estimated $13.6K.
IQVIA made up 0.04% of Kaizen Advisory's portfolio in Q4 2018, its #321 holding.
Kaizen Advisory first reported a position in IQVIA in Q4 2017 and has held it in 5 quarters since.
584 funds tracked by Wall St. Rank held IQVIA as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.