Perpetual Investment Management’s IQVIA IQV Stock Holding History

Perpetual Investment Management’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
2022 Q4	$2.02M	Hold	9,850	–	–	0.24%	70
2022 Q3	$1.78M	Sell	9,850 -4,200	-30%	-$920K	0.26%	70
2022 Q2	$3.05M	Sell	14,050 -3,450	-20%	-$749K	0.45%	55
2022 Q1	$4.05M	Hold	17,500	–	–	0.51%	55
2021 Q4	$4.94M	Hold	17,500	–	–	0.57%	56
2021 Q3	$4.19M	Buy	17,500 +7,600	+77%	+$1.92M	0.53%	58
2021 Q2	$2.4M	Sell	9,900 -5,600	-36%	-$1.29M	0.34%	91
2021 Q1	$2.98M	Buy	15,500 +11,700	+308%	+$2.2M	0.5%	55
2020 Q4	$675K	Buy	+3,800	New	+$640K	0.1%	125

Other funds holding IQV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Perpetual Investment Management's IQV Position: Q4 2022 in Review

Perpetual Investment Management held its IQVIA (IQV) position steady in Q4 2022 at 9,850 shares worth $2.02M. The position accounts for 0.24% of the portfolio, ranked #70.

Perpetual Investment Management first reported a position in IQV in Q4 2020 and has held it in 9 quarters since. The position peaked at $4.94M in Q4 2021. 923 funds tracked by Wall St. Rank hold IQV as of Q4 2022.

Perpetual Investment Management held 9,850 shares of IQVIA worth $2.02M as of Q4 2022.
Perpetual Investment Management left its IQVIA share count unchanged in Q4 2022.
IQVIA made up 0.24% of Perpetual Investment Management's portfolio in Q4 2022, its #70 holding.
Perpetual Investment Management first reported a position in IQVIA in Q4 2020 and has held it in 9 quarters since.
Perpetual Investment Management's IQVIA position peaked at $4.94M in Q4 2021.
923 funds tracked by Wall St. Rank held IQVIA as of Q4 2022.

Based on Perpetual Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.