Security National Trust’s IQVIA IQV Stock Holding History

Security National Trust’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 Q2	–	Sell	-12	Closed	-$1K	–	445
2020 Q1	$1K	Buy	+12	New	+$1.72K	﹤0.01%	460

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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

FCM

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

TGHSA

TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return

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

Security National Trust's IQV Position: Q2 2020 in Review

Security National Trust sold out of IQVIA (IQV) in Q2 2020, closing a stake of 12 shares — an estimated $1K sold.

Security National Trust first reported a position in IQV in Q1 2020 and held it in 1 quarter. The position peaked at $1K in Q1 2020. 679 funds tracked by Wall St. Rank hold IQV as of Q2 2020.

Security National Trust reported no remaining IQVIA position as of Q2 2020 after selling out during the quarter.
Security National Trust sold 12 IQVIA shares in Q2 2020, an estimated $1K.
Security National Trust first reported a position in IQVIA in Q1 2020 and held it in 1 quarter.
Security National Trust's IQVIA position peaked at $1K in Q1 2020.
679 funds tracked by Wall St. Rank held IQVIA as of Q2 2020.

Based on Security National Trust's 13F filing for Q2 2020, filed 13 Aug 2020.