LCP
IQV icon

Legacy Capital Partners’s IQVIA IQV Stock Holding History

Legacy Capital Partners’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
2022
Q1 		$260K Hold
1,125
– – 0.09% 127
2021
Q4 		$317K Hold
1,125
– – 0.1% 120
2021
Q3 		$269K Buy
1,125
+75
+7% +$18.9K 0.1% 123
2021
Q2 		$254K Sell
1,050
-60
-5% -$13.9K 0.09% 129
2021
Q1 		$214K Buy
+1,110
New +$208K 0.08% 133
2020
Q4 		– Sell
-1,360
Closed -$214K – 138
2020
Q3 		$214K Sell
1,360
-850
-38% -$133K 0.09% 126
2020
Q2 		$314K Sell
2,210
-50
-2% -$6.78K 0.13% 109
2020
Q1 		$244K Sell
2,260
-25
-1% -$3.57K 0.12% 113
2019
Q4 		$353K Sell
2,285
-1,875
-45% -$274K 0.14% 108
2019
Q3 		$621K Sell
4,160
-175
-4% -$27.2K 0.27% 81
2019
Q2 		$698K Sell
4,335
-175
-4% -$24.6K 0.31% 75
2019
Q1 		$649K Buy
4,510
+200
+5% +$26.7K 0.3% 73
2018
Q4 		$501K Sell
4,310
-20
-0.5% -$2.42K 0.27% 79
2018
Q3 		$562K Buy
4,330
+50
+1% +$6K 0.26% 79
2018
Q2 		$427K Sell
4,280
-100
-2% -$9.99K 0.21% 94
2018
Q1 		$430K Sell
4,380
-100
-2% -$10.1K 0.22% 89
2017
Q4 		$439K Buy
4,480
+355
+9% +$36.1K 0.22% 83
2017
Q3 		$392K Sell
4,125
-300
-7% -$27.8K 0.21% 83
2017
Q2 		$396K Buy
4,425
+1,250
+39% +$106K 0.21% 84
2017
Q1 		$256K Buy
+3,175
New +$248K 0.14% 97

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Legacy Capital Partners's IQV Position: Q1 2022 in Review

Legacy Capital Partners held its IQVIA (IQV) position steady in Q1 2022 at 1,125 shares worth $260K. The position accounts for 0.09% of the portfolio, ranked #127.

Legacy Capital Partners first reported a position in IQV in Q1 2017 and has held it in 20 quarters since. The position peaked at $698K in Q2 2019. 895 funds tracked by Wall St. Rank hold IQV as of Q1 2022.

  • Legacy Capital Partners held 1,125 shares of IQVIA worth $260K as of Q1 2022.
  • Legacy Capital Partners left its IQVIA share count unchanged in Q1 2022.
  • IQVIA made up 0.09% of Legacy Capital Partners's portfolio in Q1 2022, its #127 holding.
  • Legacy Capital Partners first reported a position in IQVIA in Q1 2017 and has held it in 20 quarters since.
  • Legacy Capital Partners's IQVIA position peaked at $698K in Q2 2019.
  • 895 funds tracked by Wall St. Rank held IQVIA as of Q1 2022.

Based on Legacy Capital Partners's 13F filing for Q1 2022, filed 11 Apr 2022.