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Kiwi Wealth Investments Limited Partnership’s IQVIA IQV Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
-28,648
Closed -$6.44M – 115
2023
Q2 		$6.44M Hold
28,648
– – 0.4% 73
2023
Q1 		$5.7M Sell
28,648
-660
-2% -$141K 0.37% 80
2022
Q4 		$6M Sell
29,308
-12,378
-30% -$2.51M 0.4% 67
2022
Q3 		$9.05M Hold
41,686
– – 0.63% 38
2022
Q2 		$9.05M Sell
41,686
-11,142
-21% -$2.42M 0.63% 38
2022
Q1 		$12.2M Buy
52,828
+2,484
+5% +$588K 0.66% 35
2021
Q4 		$14.2M Sell
50,344
-27,001
-35% -$7.01M 0.67% 40
2021
Q3 		$18.5M Sell
77,345
-4,872
-6% -$1.23M 0.94% 18
2021
Q2 		$19.9M Buy
82,217
+2,781
+4% +$642K 1.03% 18
2021
Q1 		$15.3M Buy
79,436
+19,866
+33% +$3.73M 0.89% 28
2020
Q4 		$10.7M Buy
59,570
+2,218
+4% +$374K 0.63% 36
2020
Q3 		$9.04M Buy
+57,352
New +$8.99M 0.63% 45
2019
Q4 		– Sell
-52,829
Closed -$7.89M – 196
2019
Q3 		$7.89M Sell
52,829
-43,932
-45% -$6.84M 0.63% 46
2019
Q2 		$15.6M Buy
96,761
+25,386
+36% +$3.56M 1.36% 19
2019
Q1 		$10.3M Buy
71,375
+34,886
+96% +$4.65M 0.93% 30
2018
Q4 		$4.24M Buy
+36,489
New +$4.42M 0.44% 74
2016
Q3 		– Sell
-202,630
Closed -$13.2M – 134
2016
Q2 		$13.2M Buy
202,630
+142,440
+237% +$9.54M 1.29% 22
2016
Q1 		$3.92M Sell
60,190
-1,074
-2% -$68K 0.4% 80
2015
Q4 		$4.21M Sell
61,264
-75,796
-55% -$5.18M 0.47% 53
2015
Q3 		$9.54M Buy
+137,060
New +$10.3M 1.12% 34

Other funds holding IQV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Kiwi Wealth Investments Limited Partnership's IQV Position: Q3 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of IQVIA (IQV) in Q3 2023, closing a stake of 28,648 shares — an estimated $6.44M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in IQV in Q3 2015 and held it in 20 quarters. The position peaked at $19.9M in Q2 2021. 942 funds tracked by Wall St. Rank hold IQV as of Q3 2023.

  • Kiwi Wealth Investments Limited Partnership reported no remaining IQVIA position as of Q3 2023 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 28,648 IQVIA shares in Q3 2023, an estimated $6.44M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in IQVIA in Q3 2015 and held it in 20 quarters.
  • Kiwi Wealth Investments Limited Partnership's IQVIA position peaked at $19.9M in Q2 2021.
  • 942 funds tracked by Wall St. Rank held IQVIA as of Q3 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q3 2023, filed 14 Nov 2023.