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McElhenny Sheffield Capital Management’s IQVIA IQV Stock Holding History

McElhenny Sheffield 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
2023
Q1 		– Sell
-15
Closed -$3.07K – 339
2022
Q4 		$3.07K Buy
+15
New +$3.04K ﹤0.01% 452

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

McElhenny Sheffield Capital Management's IQV Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of IQVIA (IQV) in Q1 2023, closing a stake of 15 shares — an estimated $3.07K sold.

McElhenny Sheffield Capital Management first reported a position in IQV in Q4 2022 and held it in 1 quarter. The position peaked at $3.07K in Q4 2022. 923 funds tracked by Wall St. Rank hold IQV as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining IQVIA position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 15 IQVIA shares in Q1 2023, an estimated $3.07K.
  • McElhenny Sheffield Capital Management first reported a position in IQVIA in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's IQVIA position peaked at $3.07K in Q4 2022.
  • 923 funds tracked by Wall St. Rank held IQVIA as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.