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Paloma Partners’s IQVIA IQV Stock Holding History

Paloma Partners’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
-200
Closed -$41K – 852
2022
Q4 		$41K Buy
+200
New +$40.6K ﹤0.01% 850
2022
Q2 		– Sell
-2,000
Closed -$462K – 1400
2022
Q1 		$462K Sell
2,000
-700
-26% -$166K 0.01% 815
2021
Q4 		$762K Sell
2,700
-6,700
-71% -$1.74M 0.01% 873
2021
Q3 		$2.25M Sell
9,400
-3,400
-27% -$858K 0.06% 206
2021
Q2 		$3.1M Buy
+12,800
New +$2.96M 0.06% 302
2020
Q1 		– Sell
-3,200
Closed -$494K – 1638
2019
Q4 		$494K Buy
+3,200
New +$467K 0.01% 1407

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Paloma Partners's IQV Position: Q4 2024 in Review

Paloma Partners sold out of IQVIA (IQV) in Q4 2024, closing a stake of 11,709 shares — an estimated $2.77M sold.

Paloma Partners first reported a position in IQV in Q2 2013 and held it in 28 quarters. The position peaked at $14.1M in Q2 2021. 1,002 funds tracked by Wall St. Rank hold IQV as of Q4 2024.

  • Paloma Partners reported no remaining IQVIA position as of Q4 2024 after selling out during the quarter.
  • Paloma Partners sold 11,709 IQVIA shares in Q4 2024, an estimated $2.77M.
  • Paloma Partners first reported a position in IQVIA in Q2 2013 and held it in 28 quarters.
  • Paloma Partners's IQVIA position peaked at $14.1M in Q2 2021.
  • 1,002 funds tracked by Wall St. Rank held IQVIA as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.