Main Street Research’s IQVIA IQV Stock Holding History

Main Street Research’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	–	Sell	-1,576	Closed	-$445K	–	128
2021 Q4	$445K	Hold	1,576	–	–	0.03%	88
2021 Q3	$378K	Buy	1,576 +76	+5%	+$19.2K	0.03%	90
2021 Q2	$363K	Hold	1,500	–	–	0.03%	97
2021 Q1	$290K	Hold	1,500	–	–	0.03%	102
2020 Q4	$269K	Hold	1,500	–	–	0.03%	100
2020 Q3	$236K	Hold	1,500	–	–	0.03%	99
2020 Q2	$213K	Buy	+1,500	New	+$203K	0.03%	92
2020 Q1	–	Sell	-1,500	Closed	-$232K	–	91
2019 Q4	$232K	Hold	1,500	–	–	0.04%	95
2019 Q3	$224K	Hold	1,500	–	–	0.04%	90
2019 Q2	$241K	Hold	1,500	–	–	0.05%	83
2019 Q1	$216K	Buy	+1,500	New	+$200K	0.07%	82

Other funds holding IQV

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Farallon Capital Management San Francisco, California $15.3B AUM 50.95% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return