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Sheets Smith Investment Management’s IQVIA IQV Stock Holding History

Sheets Smith 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
2022
Q1 		– Sell
-5,643
Closed -$1.59M – 53
2021
Q4 		$1.59M Buy
+5,643
New +$1.46M 1.13% 25
2020
Q4 		$850K Buy
+4,744
New +$799K 0.77% 43

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

Sheets Smith Investment Management's IQV Position: Q1 2022 in Review

Sheets Smith Investment Management sold out of IQVIA (IQV) in Q1 2022, closing a stake of 5,643 shares — an estimated $1.59M sold.

Sheets Smith Investment Management first reported a position in IQV in Q4 2020 and held it in 2 quarters. The position peaked at $1.59M in Q4 2021. 896 funds tracked by Wall St. Rank hold IQV as of Q1 2022.

  • Sheets Smith Investment Management reported no remaining IQVIA position as of Q1 2022 after selling out during the quarter.
  • Sheets Smith Investment Management sold 5,643 IQVIA shares in Q1 2022, an estimated $1.59M.
  • Sheets Smith Investment Management first reported a position in IQVIA in Q4 2020 and held it in 2 quarters.
  • Sheets Smith Investment Management's IQVIA position peaked at $1.59M in Q4 2021.
  • 896 funds tracked by Wall St. Rank held IQVIA as of Q1 2022.

Based on Sheets Smith Investment Management's 13F filing for Q1 2022, filed 29 Apr 2022.