McDaniel Terry & Co’s IQVIA IQV Stock Holding History

McDaniel Terry & Co’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 Q2	–	Sell	-852	Closed	-$215K	–	100
2024 Q1	$215K	Buy	+852	New	+$199K	0.02%	101

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

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

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

FCM

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

McDaniel Terry & Co's IQV Position: Q2 2024 in Review

McDaniel Terry & Co sold out of IQVIA (IQV) in Q2 2024, closing a stake of 852 shares — an estimated $215K sold.

McDaniel Terry & Co first reported a position in IQV in Q1 2024 and held it in 1 quarter. The position peaked at $215K in Q1 2024. 1,019 funds tracked by Wall St. Rank hold IQV as of Q2 2024.

McDaniel Terry & Co reported no remaining IQVIA position as of Q2 2024 after selling out during the quarter.
McDaniel Terry & Co sold 852 IQVIA shares in Q2 2024, an estimated $215K.
McDaniel Terry & Co first reported a position in IQVIA in Q1 2024 and held it in 1 quarter.
McDaniel Terry & Co's IQVIA position peaked at $215K in Q1 2024.
1,019 funds tracked by Wall St. Rank held IQVIA as of Q2 2024.

Based on McDaniel Terry & Co's 13F filing for Q2 2024, filed 5 Aug 2024.