Laurie J. Hall Trustee’s IQVIA IQV Stock Holding History

Laurie J. Hall Trustee’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
2025 Q1	–	Sell	-540	Closed	-$106K	–	173
2024 Q4	$106K	Hold	540	–	–	0.03%	148
2024 Q3	$128K	Hold	540	–	–	0.04%	146
2024 Q2	$114K	Hold	540	–	–	0.04%	137
2024 Q1	$137K	Hold	540	–	–	0.05%	128
2023 Q4	$125K	Hold	540	–	–	0.05%	131
2023 Q3	$106K	Hold	540	–	–	0.05%	132
2023 Q2	$121K	Hold	540	–	–	0.05%	130
2023 Q1	$107K	Hold	540	–	–	0.05%	135
2022 Q4	$111K	Sell	540 -20	-4%	-$4.06K	0.05%	129
2022 Q3	$101K	Hold	560	–	–	0.05%	129
2022 Q2	$122K	Sell	560 -20	-3%	-$4.34K	0.06%	126
2022 Q1	$134K	Hold	580	–	–	0.05%	128
2021 Q4	$164K	Hold	580	–	–	0.06%	125
2021 Q3	$139K	Sell	580 -25	-4%	-$6.31K	0.05%	133
2021 Q2	$147K	Hold	605	–	–	0.06%	130
2021 Q1	$117K	Hold	605	–	–	0.04%	142
2020 Q4	$108K	Hold	605	–	–	0.04%	146
2020 Q3	$95K	Buy	+605	New	+$94.8K	0.04%	140
2019 Q4	$93K	Buy	605 +75	+14%	+$10.9K	0.04%	144
2019 Q3	$79K	Buy	530 +50	+10%	+$7.78K	0.04%	153
2019 Q2	$77K	Hold	480	–	–	0.04%	155
2019 Q1	$69K	Buy	480 +100	+26%	+$13.3K	0.04%	158
2018 Q4	$50K	Buy	380 +150	+65%	+$18.2K	0.03%	173
2018 Q3	$30K	Hold	230	–	–	0.02%	210
2018 Q2	$23K	Hold	230	–	–	0.01%	231
2018 Q1	$23K	Hold	230	–	–	0.01%	231
2017 Q4	$23K	Hold	230	–	–	0.01%	238
2017 Q3	$21.9K	Hold	230	–	–	0.01%	201
2017 Q2	$20.6K	Buy	+230	New	+$19.4K	0.01%	201

Other funds holding IQV

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Laurie J. Hall Trustee's IQV Position: Q1 2025 in Review

Laurie J. Hall Trustee sold out of IQVIA (IQV) in Q1 2025, closing a stake of 540 shares — an estimated $106K sold.

Laurie J. Hall Trustee first reported a position in IQV in Q2 2017 and held it in 29 quarters. The position peaked at $164K in Q4 2021. 992 funds tracked by Wall St. Rank hold IQV as of Q1 2025.

Laurie J. Hall Trustee reported no remaining IQVIA position as of Q1 2025 after selling out during the quarter.
Laurie J. Hall Trustee sold 540 IQVIA shares in Q1 2025, an estimated $106K.
Laurie J. Hall Trustee first reported a position in IQVIA in Q2 2017 and held it in 29 quarters.
Laurie J. Hall Trustee's IQVIA position peaked at $164K in Q4 2021.
992 funds tracked by Wall St. Rank held IQVIA as of Q1 2025.

Based on Laurie J. Hall Trustee's 13F filing for Q1 2025, filed 15 May 2025.