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Simon Quick Advisors’s IQVIA IQV Stock Holding History

Simon Quick Advisors’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
Q4 		– Sell
-197
Closed -$31K – 491
2020
Q3 		$31K Sell
197
-55
-22% -$8.62K 0.01% 262
2020
Q2 		$36K Sell
252
-62
-20% -$8.4K 0.01% 230
2020
Q1 		$34K Buy
314
+5
+2% +$714 0.01% 233
2019
Q4 		$48K Buy
309
+21
+7% +$3.07K 0.02% 231
2019
Q3 		$43K Buy
+288
New +$44.8K 0.02% 190
2019
Q2 		– Sell
-698
Closed -$100K – 538
2019
Q1 		$100K Hold
698
– – 0.04% 118
2018
Q4 		$81K Buy
698
+33
+5% +$4K 0.03% 135
2018
Q3 		$86K Buy
665
+31
+5% +$3.72K 0.03% 128
2018
Q2 		$63K Buy
+634
New +$63.3K 0.03% 156
2018
Q1 		– Sell
-1,505
Closed -$154K – 365
2017
Q4 		$154K Sell
1,505
-975
-39% -$99.3K 0.07% 109
2017
Q3 		$236K Buy
+2,480
New +$230K 0.09% 110

Other funds holding IQV

Vanguard Group
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Simon Quick Advisors's IQV Position: Q4 2020 in Review

Simon Quick Advisors sold out of IQVIA (IQV) in Q4 2020, closing a stake of 197 shares — an estimated $31K sold.

Simon Quick Advisors first reported a position in IQV in Q3 2017 and held it in 11 quarters. The position peaked at $236K in Q3 2017. 760 funds tracked by Wall St. Rank hold IQV as of Q4 2020.

  • Simon Quick Advisors reported no remaining IQVIA position as of Q4 2020 after selling out during the quarter.
  • Simon Quick Advisors sold 197 IQVIA shares in Q4 2020, an estimated $31K.
  • Simon Quick Advisors first reported a position in IQVIA in Q3 2017 and held it in 11 quarters.
  • Simon Quick Advisors's IQVIA position peaked at $236K in Q3 2017.
  • 760 funds tracked by Wall St. Rank held IQVIA as of Q4 2020.

Based on Simon Quick Advisors's 13F filing for Q4 2020, filed 27 Jan 2021.