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Shine Investment Advisory Services’s IQVIA IQV Stock Holding History

Shine Investment Advisory Services’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 		$50K Buy
315
+65
+26% +$10.2K 0.02% 299
2020
Q2 		$35K Buy
+250
New +$33.9K 0.01% 360

Other funds holding IQV

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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
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

Shine Investment Advisory Services's IQV Position: Q3 2020 in Review

Shine Investment Advisory Services increased its IQVIA (IQV) stake by 26% in Q3 2020, buying an estimated $10.2K and bringing the position to 315 shares worth $50K. The position accounts for 0.02% of the portfolio, ranked #299.

Shine Investment Advisory Services first reported a position in IQV in Q2 2020 and has held it in 2 quarters since. 699 funds tracked by Wall St. Rank hold IQV as of Q3 2020.

  • Shine Investment Advisory Services held 315 shares of IQVIA worth $50K as of Q3 2020.
  • Shine Investment Advisory Services bought 65 IQVIA shares in Q3 2020, an estimated $10.2K.
  • IQVIA made up 0.02% of Shine Investment Advisory Services's portfolio in Q3 2020, its #299 holding.
  • Shine Investment Advisory Services first reported a position in IQVIA in Q2 2020 and has held it in 2 quarters since.
  • 699 funds tracked by Wall St. Rank held IQVIA as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.