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KB Financial Partners’s IQVIA IQV Stock Holding History

KB Financial 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
-13
Closed -$3K – 595
2023
Q2 		$3K Sell
13
-255
-95% -$51.2K ﹤0.01% 481
2023
Q1 		$53K Sell
268
-41
-13% -$8.76K 0.02% 253
2022
Q4 		$63K Sell
309
-90
-23% -$18.3K 0.02% 242
2022
Q3 		$72K Sell
399
-25
-6% -$5.48K 0.03% 221
2022
Q2 		$92K Buy
424
+124
+41% +$26.9K 0.03% 217
2022
Q1 		$69K Sell
300
-51
-15% -$12.1K 0.02% 242
2021
Q4 		$99K Buy
+351
New +$91.1K 0.03% 234
2021
Q3 		– Sell
-451
Closed -$109K – 360
2021
Q2 		$109K Sell
451
-242
-35% -$55.9K 0.04% 203
2021
Q1 		$134K Buy
+693
New +$130K 0.06% 188

Other funds holding IQV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

KB Financial Partners's IQV Position: Q3 2023 in Review

KB Financial Partners sold out of IQVIA (IQV) in Q3 2023, closing a stake of 13 shares — an estimated $3K sold.

KB Financial Partners first reported a position in IQV in Q1 2021 and held it in 9 quarters. The position peaked at $134K in Q1 2021. 941 funds tracked by Wall St. Rank hold IQV as of Q3 2023.

  • KB Financial Partners reported no remaining IQVIA position as of Q3 2023 after selling out during the quarter.
  • KB Financial Partners sold 13 IQVIA shares in Q3 2023, an estimated $3K.
  • KB Financial Partners first reported a position in IQVIA in Q1 2021 and held it in 9 quarters.
  • KB Financial Partners's IQVIA position peaked at $134K in Q1 2021.
  • 941 funds tracked by Wall St. Rank held IQVIA as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.