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Sierra Capital’s IQVIA IQV Stock Holding History

Sierra Capital’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
2023
Q1 		– Sell
-10
Closed -$2K – 365
2022
Q4 		$2K Hold
10
– – ﹤0.01% 522
2022
Q3 		$2K Hold
10
– – ﹤0.01% 526
2022
Q2 		$2K Hold
10
– – ﹤0.01% 592
2022
Q1 		$2K Hold
10
– – ﹤0.01% 671
2021
Q4 		$3K Buy
+10
New +$2.6K ﹤0.01% 600

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Sierra Capital's IQV Position: Q1 2023 in Review

Sierra Capital sold out of IQVIA (IQV) in Q1 2023, closing a stake of 10 shares — an estimated $2K sold.

Sierra Capital first reported a position in IQV in Q4 2021 and held it in 5 quarters. The position peaked at $3K in Q4 2021. 924 funds tracked by Wall St. Rank hold IQV as of Q1 2023.

  • Sierra Capital reported no remaining IQVIA position as of Q1 2023 after selling out during the quarter.
  • Sierra Capital sold 10 IQVIA shares in Q1 2023, an estimated $2K.
  • Sierra Capital first reported a position in IQVIA in Q4 2021 and held it in 5 quarters.
  • Sierra Capital's IQVIA position peaked at $3K in Q4 2021.
  • 924 funds tracked by Wall St. Rank held IQVIA as of Q1 2023.

Based on Sierra Capital's 13F filing for Q1 2023, filed 1 May 2023.