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Lee Financial’s IQVIA IQV Stock Holding History

Lee Financial’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
Q1 		– Sell
-11
Closed -$2.55K – 492
2023
Q4 		$2.55K Hold
11
– – ﹤0.01% 694
2023
Q3 		$2.17K Hold
11
– – ﹤0.01% 666
2023
Q2 		$2.47K Hold
11
– – ﹤0.01% 621
2023
Q1 		$2.19K Sell
11
-2
-15% -$427 ﹤0.01% 658
2022
Q4 		$2.66K Buy
13
+11
+550% +$2.23K ﹤0.01% 641
2022
Q3 		$0 Sell
2
-4
-67% -$876 ﹤0.01% 908
2022
Q2 		$1K Buy
6
+2
+50% +$434 ﹤0.01% 795
2022
Q1 		$1K Sell
4
-9
-69% -$2.13K ﹤0.01% 726
2021
Q4 		$4K Hold
13
– – ﹤0.01% 627
2021
Q3 		$3K Hold
13
– – ﹤0.01% 556
2021
Q2 		$3K Buy
+13
New +$3K ﹤0.01% 516

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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

Lee Financial's IQV Position: Q1 2024 in Review

Lee Financial sold out of IQVIA (IQV) in Q1 2024, closing a stake of 11 shares — an estimated $2.55K sold.

Lee Financial first reported a position in IQV in Q2 2021 and held it in 11 quarters. The position peaked at $4K in Q4 2021. 1,017 funds tracked by Wall St. Rank hold IQV as of Q1 2024.

  • Lee Financial reported no remaining IQVIA position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 11 IQVIA shares in Q1 2024, an estimated $2.55K.
  • Lee Financial first reported a position in IQVIA in Q2 2021 and held it in 11 quarters.
  • Lee Financial's IQVIA position peaked at $4K in Q4 2021.
  • 1,017 funds tracked by Wall St. Rank held IQVIA as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.