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Moody National Bank Trust Division’s IQVIA IQV Stock Holding History

Moody National Bank Trust Division’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
Q4 		– Sell
-2,058
Closed -$405K – 577
2023
Q3 		$405K Sell
2,058
-45
-2% -$9.77K 0.03% 435
2023
Q2 		$473K Hold
2,103
– – 0.03% 392
2023
Q1 		$418K Hold
2,103
– – 0.04% 422
2022
Q4 		$431K Buy
2,103
+258
+14% +$52.3K 0.04% 383
2022
Q3 		$334K Hold
1,845
– – 0.03% 430
2022
Q2 		$400K Buy
+1,845
New +$401K 0.04% 337
2019
Q2 		– Sell
-165
Closed -$24K – 666
2019
Q1 		$24K Buy
165
+36
+28% +$4.8K ﹤0.01% 506
2018
Q4 		$15K Buy
+129
New +$15.6K ﹤0.01% 522

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Moody National Bank Trust Division's IQV Position: Q4 2023 in Review

Moody National Bank Trust Division sold out of IQVIA (IQV) in Q4 2023, closing a stake of 2,058 shares — an estimated $405K sold.

Moody National Bank Trust Division first reported a position in IQV in Q4 2018 and held it in 8 quarters. The position peaked at $473K in Q2 2023. 957 funds tracked by Wall St. Rank hold IQV as of Q4 2023.

  • Moody National Bank Trust Division reported no remaining IQVIA position as of Q4 2023 after selling out during the quarter.
  • Moody National Bank Trust Division sold 2,058 IQVIA shares in Q4 2023, an estimated $405K.
  • Moody National Bank Trust Division first reported a position in IQVIA in Q4 2018 and held it in 8 quarters.
  • Moody National Bank Trust Division's IQVIA position peaked at $473K in Q2 2023.
  • 957 funds tracked by Wall St. Rank held IQVIA as of Q4 2023.

Based on Moody National Bank Trust Division's 13F filing for Q4 2023, filed 11 Jan 2024.