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Kula Investments’s IQVIA IQV Stock Holding History

Kula Investments’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
Q1 		$319K Buy
+1,604
New +$343K 0.08% 441

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 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

Kula Investments's IQV Position: Q1 2023 in Review

Kula Investments opened a new position in IQVIA (IQV) in Q1 2023: 1,604 shares worth $319K. The stake represents 0.08% of the portfolio and ranks #441 among its holdings.

923 funds tracked by Wall St. Rank hold IQV as of Q1 2023.

  • Kula Investments held 1,604 shares of IQVIA worth $319K as of Q1 2023.
  • IQVIA was a new Kula Investments position in Q1 2023.
  • IQVIA made up 0.08% of Kula Investments's portfolio in Q1 2023, its #441 holding.
  • 923 funds tracked by Wall St. Rank held IQVIA as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.