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Rockbridge Investment Management’s IQVIA IQV Stock Holding History

Rockbridge 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
2020
Q3 		– Sell
-172
Closed -$24K – 664
2020
Q2 		$24K Buy
+172
New +$23.3K 0.01% 320

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return

Rockbridge Investment Management's IQV Position: Q3 2020 in Review

Rockbridge Investment Management sold out of IQVIA (IQV) in Q3 2020, closing a stake of 172 shares — an estimated $24K sold.

Rockbridge Investment Management first reported a position in IQV in Q2 2020 and held it in 1 quarter. The position peaked at $24K in Q2 2020. 698 funds tracked by Wall St. Rank hold IQV as of Q3 2020.

  • Rockbridge Investment Management reported no remaining IQVIA position as of Q3 2020 after selling out during the quarter.
  • Rockbridge Investment Management sold 172 IQVIA shares in Q3 2020, an estimated $24K.
  • Rockbridge Investment Management first reported a position in IQVIA in Q2 2020 and held it in 1 quarter.
  • Rockbridge Investment Management's IQVIA position peaked at $24K in Q2 2020.
  • 698 funds tracked by Wall St. Rank held IQVIA as of Q3 2020.

Based on Rockbridge Investment Management's 13F filing for Q3 2020, filed 3 Nov 2020.