Simplicity Solutions’s IQVIA IQV Stock Holding History

Simplicity Solutions’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 Q4	$11.2M	Sell	48,577 -8,830	-15%	-$1.81M	0.31%	58
2023 Q3	$11.3M	Buy	57,407 +1,606	+3%	+$349K	0.36%	52
2023 Q2	$12.5M	Buy	55,801 +1,270	+2%	+$255K	0.34%	54
2023 Q1	$10.8M	Buy	54,531 +52,800	+3,050%	+$11.3M	0.28%	68
2022 Q4	$355K	Buy	1,731 +272	+19%	+$55.2K	0.05%	432
2022 Q3	$264K	Buy	1,459 +42	+3%	+$9.2K	0.04%	502
2022 Q2	$307K	Buy	1,417 +435	+44%	+$94.5K	0.04%	433
2022 Q1	$227K	Sell	982 -1,206	-55%	-$286K	0.03%	570
2021 Q4	$618K	Buy	2,188 +1,247	+133%	+$324K	0.07%	335
2021 Q3	$225K	Buy	+941	New	+$238K	0.03%	526
2021 Q1	–	Sell	-8,966	Closed	-$1.61M	–	734
2020 Q4	$1.61M	Buy	8,966 +727	+9%	+$123K	0.02%	435
2020 Q3	$1.3M	Buy	8,239 +1,066	+15%	+$167K	0.02%	424
2020 Q2	$1.02M	Buy	+7,173	New	+$972K	0.02%	462

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

FCM

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

Simplicity Solutions's IQV Position: Q4 2023 in Review

Simplicity Solutions reduced its IQVIA (IQV) stake by 15% in Q4 2023, selling an estimated $1.81M and leaving 48,577 shares worth $11.2M. The position accounts for 0.31% of the portfolio, ranked #58.

Simplicity Solutions first reported a position in IQV in Q2 2020 and has held it in 13 quarters since. The position peaked at $12.5M in Q2 2023. 956 funds tracked by Wall St. Rank hold IQV as of Q4 2023.

Simplicity Solutions held 48,577 shares of IQVIA worth $11.2M as of Q4 2023.
Simplicity Solutions sold 8,830 IQVIA shares in Q4 2023, an estimated $1.81M.
IQVIA made up 0.31% of Simplicity Solutions's portfolio in Q4 2023, its #58 holding.
Simplicity Solutions first reported a position in IQVIA in Q2 2020 and has held it in 13 quarters since.
Simplicity Solutions's IQVIA position peaked at $12.5M in Q2 2023.
956 funds tracked by Wall St. Rank held IQVIA as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.