Lee, Danner & Bass’s IQVIA IQV Stock Holding History

Lee, Danner & Bass’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	-225	Closed	-$44.2K	–	470
2024 Q4	$44.2K	Buy	+225	New	+$47.4K	﹤0.01%	359

Other funds holding IQV

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lee, Danner & Bass's IQV Position: Q1 2025 in Review

Lee, Danner & Bass sold out of IQVIA (IQV) in Q1 2025, closing a stake of 225 shares — an estimated $44.2K sold.

Lee, Danner & Bass first reported a position in IQV in Q4 2024 and held it in 1 quarter. The position peaked at $44.2K in Q4 2024. 989 funds tracked by Wall St. Rank hold IQV as of Q1 2025.

Lee, Danner & Bass reported no remaining IQVIA position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 225 IQVIA shares in Q1 2025, an estimated $44.2K.
Lee, Danner & Bass first reported a position in IQVIA in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's IQVIA position peaked at $44.2K in Q4 2024.
989 funds tracked by Wall St. Rank held IQVIA as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.