KLWA
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Kelly Lawrence W & Associates’s IQVIA IQV Stock Holding History

Kelly Lawrence W & Associates’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
Q4 		– Sell
-56,399
Closed -$13.4M – 172
2024
Q3 		$13.4M Buy
56,399
+197
+0.4% +$46.5K 3.01% 11
2024
Q2 		$11.9M Sell
56,202
-62
-0.1% -$14.1K 2.71% 14
2024
Q1 		$14.2M Sell
56,264
-932
-2% -$218K 3.24% 10
2023
Q4 		$13.2M Buy
57,196
+430
+0.8% +$88.3K 3.18% 10
2023
Q3 		$11.2M Sell
56,766
-125
-0.2% -$27.1K 3% 13
2023
Q2 		$12.2M Buy
56,891
+200
+0.4% +$40.2K 3.16% 12
2023
Q1 		$11.3M Sell
56,691
-1,335
-2% -$285K 3.06% 13
2022
Q4 		$11.9M Sell
58,026
-1,260
-2% -$256K 3.39% 12
2022
Q3 		$10.7M Buy
59,286
+315
+0.5% +$69K 3% 15
2022
Q2 		$12.8M Sell
58,971
-5,880
-9% -$1.28M 3.51% 10
2022
Q1 		$15M Sell
64,851
-5,135
-7% -$1.22M 3.2% 10
2021
Q4 		$19.7M Sell
69,986
-660
-0.9% -$171K 3.91% 7
2021
Q3 		$16.9M Sell
70,646
-475
-0.7% -$120K 3.58% 8
2021
Q2 		$17.2M Buy
71,121
+150
+0.2% +$34.6K 3.71% 6
2021
Q1 		$13.7M Buy
70,971
+21,688
+44% +$4.07M 3.24% 13
2020
Q4 		$8.83M Sell
49,283
-26,973
-35% -$4.54M 3.49% 12
2020
Q3 		$12M Sell
76,256
-46,175
-38% -$7.24M 3.58% 14
2020
Q2 		$17.4M Sell
122,431
-550
-0.4% -$74.5K 3.6% 14
2020
Q1 		$13.3M Sell
122,981
-14,540
-11% -$2.08M 3.23% 15
2019
Q4 		$21.2M Sell
137,521
-1,255
-0.9% -$183K 3.33% 11
2019
Q3 		$20.7M Sell
138,776
-70
-0.1% -$10.9K 3.46% 12
2019
Q2 		$22.3M Sell
138,846
-950
-0.7% -$133K 3.81% 7
2019
Q1 		$20.1M Sell
139,796
-275
-0.2% -$36.7K 3.63% 9
2018
Q4 		$16.3M Sell
140,071
-1,742
-1% -$211K 3.52% 11
2018
Q3 		$18.4M Buy
141,813
+1,675
+1% +$201K 3.03% 13
2018
Q2 		$14M Sell
140,138
-75
-0.1% -$7.49K 2.57% 18
2018
Q1 		$13.8M Buy
140,213
+170
+0.1% +$17.2K 2.6% 18
2017
Q4 		$13.7M Hold
140,043
– – 2.52% 18
2017
Q3 		$13.3M Buy
+140,043
New +$13M 2.54% 21

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Kelly Lawrence W & Associates's IQV Position: Q4 2024 in Review

Kelly Lawrence W & Associates sold out of IQVIA (IQV) in Q4 2024, closing a stake of 56,399 shares — an estimated $13.4M sold.

Kelly Lawrence W & Associates first reported a position in IQV in Q3 2017 and held it in 29 quarters. The position peaked at $22.3M in Q2 2019. 1,002 funds tracked by Wall St. Rank hold IQV as of Q4 2024.

  • Kelly Lawrence W & Associates reported no remaining IQVIA position as of Q4 2024 after selling out during the quarter.
  • Kelly Lawrence W & Associates sold 56,399 IQVIA shares in Q4 2024, an estimated $13.4M.
  • Kelly Lawrence W & Associates first reported a position in IQVIA in Q3 2017 and held it in 29 quarters.
  • Kelly Lawrence W & Associates's IQVIA position peaked at $22.3M in Q2 2019.
  • 1,002 funds tracked by Wall St. Rank held IQVIA as of Q4 2024.

Based on Kelly Lawrence W & Associates's 13F filing for Q4 2024, filed 13 Feb 2025.