Partners Capital Investment Group’s IQVIA IQV Stock Holding History

Partners Capital Investment Group’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 Q4	–	Sell	-4,748	Closed	-$1.13M	–	142
2024 Q3	$1.13M	Hold	4,748	–	–	0.02%	135
2024 Q2	$1.01M	Buy	4,748 +2,374	+100%	+$539K	0.02%	145
2024 Q1	$600K	Sell	2,374 -2,909	-55%	-$679K	0.02%	129
2023 Q4	$1.22M	Buy	5,283 +191	+4%	+$39.2K	0.03%	138
2023 Q3	$1M	Buy	5,092 +100	+2%	+$21.7K	0.02%	142
2023 Q2	$1.12M	Buy	4,992 +2,618	+110%	+$526K	0.02%	143
2023 Q1	$472K	Hold	2,374	–	–	0.02%	110
2022 Q4	$486K	Hold	2,374	–	–	0.02%	114
2022 Q3	$430K	Hold	2,374	–	–	0.03%	115
2022 Q2	$515K	Hold	2,374	–	–	0.03%	99
2022 Q1	$549K	Hold	2,374	–	–	0.03%	103
2021 Q4	$670K	Buy	+2,374	New	+$616K	0.03%	104

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

Partners Capital Investment Group's IQV Position: Q4 2024 in Review

Partners Capital Investment Group sold out of IQVIA (IQV) in Q4 2024, closing a stake of 4,748 shares — an estimated $1.13M sold.

Partners Capital Investment Group first reported a position in IQV in Q4 2021 and held it in 12 quarters. The position peaked at $1.22M in Q4 2023. 1,001 funds tracked by Wall St. Rank hold IQV as of Q4 2024.

Partners Capital Investment Group reported no remaining IQVIA position as of Q4 2024 after selling out during the quarter.
Partners Capital Investment Group sold 4,748 IQVIA shares in Q4 2024, an estimated $1.13M.
Partners Capital Investment Group first reported a position in IQVIA in Q4 2021 and held it in 12 quarters.
Partners Capital Investment Group's IQVIA position peaked at $1.22M in Q4 2023.
1,001 funds tracked by Wall St. Rank held IQVIA as of Q4 2024.

Based on Partners Capital Investment Group's 13F filing for Q4 2024, filed 31 Jan 2025.