Perpetual Ltd’s IQVIA IQV Stock Holding History

Perpetual Ltd’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 Q2	–	Sell	-9,850	Closed	-$1.96M	–	488
2023 Q1	$1.96M	Buy	+9,850	New	+$2.11M	0.02%	244
2020 Q3	$7.54M	Sell	47,860 -3,650	-7%	-$572K	0.54%	63
2020 Q2	$7.31M	Buy	51,510 +3,840	+8%	+$520K	0.68%	39
2020 Q1	$5.14M	Buy	+47,670	New	+$6.81M	0.73%	47
2017 Q3	–	Sell	-97,340	Closed	-$8.71M	–	212
2017 Q2	$8.71M	Buy	+97,340	New	+$8.22M	0.68%	47

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

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

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Perpetual Ltd's IQV Position: Q2 2023 in Review

Perpetual Ltd sold out of IQVIA (IQV) in Q2 2023, closing a stake of 9,850 shares — an estimated $1.96M sold.

Perpetual Ltd first reported a position in IQV in Q2 2017 and held it in 5 quarters. The position peaked at $8.71M in Q2 2017. 930 funds tracked by Wall St. Rank hold IQV as of Q2 2023.

Perpetual Ltd reported no remaining IQVIA position as of Q2 2023 after selling out during the quarter.
Perpetual Ltd sold 9,850 IQVIA shares in Q2 2023, an estimated $1.96M.
Perpetual Ltd first reported a position in IQVIA in Q2 2017 and held it in 5 quarters.
Perpetual Ltd's IQVIA position peaked at $8.71M in Q2 2017.
930 funds tracked by Wall St. Rank held IQVIA as of Q2 2023.

Based on Perpetual Ltd's 13F filing for Q2 2023, filed 13 Jul 2023.