Perennial Advisors’s IQVIA IQV Stock Holding History

Perennial Advisors’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
2021 Q3	–	Sell	-110	Closed	-$27K	–	164
2021 Q2	$27K	Buy	+110	New	+$25.4K	0.01%	190

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 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

Perennial Advisors's IQV Position: Q3 2021 in Review

Perennial Advisors sold out of IQVIA (IQV) in Q3 2021, closing a stake of 110 shares — an estimated $27K sold.

Perennial Advisors first reported a position in IQV in Q2 2021 and held it in 1 quarter. The position peaked at $27K in Q2 2021. 860 funds tracked by Wall St. Rank hold IQV as of Q3 2021.

Perennial Advisors reported no remaining IQVIA position as of Q3 2021 after selling out during the quarter.
Perennial Advisors sold 110 IQVIA shares in Q3 2021, an estimated $27K.
Perennial Advisors first reported a position in IQVIA in Q2 2021 and held it in 1 quarter.
Perennial Advisors's IQVIA position peaked at $27K in Q2 2021.
860 funds tracked by Wall St. Rank held IQVIA as of Q3 2021.

Based on Perennial Advisors's 13F filing for Q3 2021, filed 8 Nov 2021.