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Quest Investment Management’s IQVIA IQV Stock Holding History

Quest 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
2023
Q1 		– Sell
-65,863
Closed -$13.5M – 88
2022
Q4 		$13.5M Buy
65,863
+2,252
+4% +$457K 1.64% 24
2022
Q3 		$11.5M Buy
63,611
+9,636
+18% +$2.11M 1.42% 29
2022
Q2 		$11.7M Sell
53,975
-901
-2% -$196K 1.38% 20
2022
Q1 		$12.7M Sell
54,876
-3,063
-5% -$725K 1.21% 43
2021
Q4 		$16.3M Sell
57,939
-5,055
-8% -$1.31M 1.4% 17
2021
Q3 		$15.1M Buy
62,994
+772
+1% +$195K 1.39% 22
2021
Q2 		$15.1M Sell
62,222
-24,826
-29% -$5.73M 1.36% 18
2021
Q1 		$16.8M Sell
87,048
-11,617
-12% -$2.18M 1.54% 13
2020
Q4 		$17.7M Sell
98,665
-7,378
-7% -$1.24M 1.59% 16
2020
Q3 		$16.7M Sell
106,043
-19,988
-16% -$3.13M 1.6% 17
2020
Q2 		$17.9M Buy
126,031
+93,115
+283% +$12.6M 2.01% 13
2020
Q1 		$3.55M Buy
+32,916
New +$4.7M 0.5% 49

Other funds holding IQV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Quest Investment Management's IQV Position: Q1 2023 in Review

Quest Investment Management sold out of IQVIA (IQV) in Q1 2023, closing a stake of 65,863 shares — an estimated $13.5M sold.

Quest Investment Management first reported a position in IQV in Q1 2020 and held it in 12 quarters. The position peaked at $17.9M in Q2 2020. 923 funds tracked by Wall St. Rank hold IQV as of Q1 2023.

  • Quest Investment Management reported no remaining IQVIA position as of Q1 2023 after selling out during the quarter.
  • Quest Investment Management sold 65,863 IQVIA shares in Q1 2023, an estimated $13.5M.
  • Quest Investment Management first reported a position in IQVIA in Q1 2020 and held it in 12 quarters.
  • Quest Investment Management's IQVIA position peaked at $17.9M in Q2 2020.
  • 923 funds tracked by Wall St. Rank held IQVIA as of Q1 2023.

Based on Quest Investment Management's 13F filing for Q1 2023, filed 12 May 2023.