Marathon Capital Management’s IQVIA IQV Stock Holding History

Marathon Capital Management’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
2021 Q4	–	Sell	-1,423	Closed	-$341K	–	193
2021 Q3	$341K	Buy	+1,423	New	+$359K	0.08%	141

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

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

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

FCM

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

Marathon Capital Management's IQV Position: Q4 2021 in Review

Marathon Capital Management sold out of IQVIA (IQV) in Q4 2021, closing a stake of 1,423 shares — an estimated $341K sold.

Marathon Capital Management first reported a position in IQV in Q3 2021 and held it in 1 quarter. The position peaked at $341K in Q3 2021. 938 funds tracked by Wall St. Rank hold IQV as of Q4 2021.

Marathon Capital Management reported no remaining IQVIA position as of Q4 2021 after selling out during the quarter.
Marathon Capital Management sold 1,423 IQVIA shares in Q4 2021, an estimated $341K.
Marathon Capital Management first reported a position in IQVIA in Q3 2021 and held it in 1 quarter.
Marathon Capital Management's IQVIA position peaked at $341K in Q3 2021.
938 funds tracked by Wall St. Rank held IQVIA as of Q4 2021.

Based on Marathon Capital Management's 13F filing for Q4 2021, filed 9 Feb 2022.