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Sargent Investment Group’s IQVIA IQV Stock Holding History

Sargent Investment Group’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
Q1 		– Sell
-800
Closed -$226K – 195
2021
Q4 		$226K Buy
+800
New +$208K 0.05% 166

Other funds holding IQV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Sargent Investment Group's IQV Position: Q1 2022 in Review

Sargent Investment Group sold out of IQVIA (IQV) in Q1 2022, closing a stake of 800 shares — an estimated $226K sold.

Sargent Investment Group first reported a position in IQV in Q4 2021 and held it in 1 quarter. The position peaked at $226K in Q4 2021. 896 funds tracked by Wall St. Rank hold IQV as of Q1 2022.

  • Sargent Investment Group reported no remaining IQVIA position as of Q1 2022 after selling out during the quarter.
  • Sargent Investment Group sold 800 IQVIA shares in Q1 2022, an estimated $226K.
  • Sargent Investment Group first reported a position in IQVIA in Q4 2021 and held it in 1 quarter.
  • Sargent Investment Group's IQVIA position peaked at $226K in Q4 2021.
  • 896 funds tracked by Wall St. Rank held IQVIA as of Q1 2022.

Based on Sargent Investment Group's 13F filing for Q1 2022, filed 6 May 2022.