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 Q3	–	Sell	-3,500	Closed	-$787K	–	817
2023 Q2	$787K	Buy	+3,500	New	+$703K	0.03%	409
2023 Q1	–	Sell	-6,500	Closed	-$1.33M	–	854
2022 Q4	$1.33M	Buy	+6,500	New	+$1.32M	0.06%	303

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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 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.