Sonora Investment Management’s IQVIA IQV Stock Holding History

Sonora 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
2021 Q3	$60K	Buy	250 +137	+121%	+$34.6K	0.01%	382
2021 Q2	$27K	Buy	113 +13	+13%	+$3K	﹤0.01%	514
2021 Q1	$19K	Hold	100	–	–	﹤0.01%	1010
2020 Q4	$18K	Hold	100	–	–	﹤0.01%	971
2020 Q3	$16K	Hold	100	–	–	﹤0.01%	989
2020 Q2	$14K	Hold	100	–	–	﹤0.01%	926
2020 Q1	$11K	Hold	100	–	–	﹤0.01%	987
2019 Q4	$15K	Hold	100	–	–	﹤0.01%	999
2019 Q3	$15K	Hold	100	–	–	﹤0.01%	993
2019 Q2	$16K	Hold	100	–	–	﹤0.01%	964
2019 Q1	$14K	Buy	+100	New	+$13.3K	﹤0.01%	909
2018 Q1	–	Sell	-1,100	Closed	-$108K	–	1209
2017 Q4	$108K	Buy	+1,100	New	+$112K	0.02%	253

Other funds holding IQV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

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

Sonora Investment Management's IQV Position: Q3 2021 in Review

Sonora Investment Management increased its IQVIA (IQV) stake by 121% in Q3 2021, buying an estimated $34.6K and bringing the position to 250 shares worth $60K. The position accounts for 0.01% of the portfolio, ranked #382.

Sonora Investment Management first reported a position in IQV in Q4 2017 and has held it in 12 quarters since. The position peaked at $108K in Q4 2017. 861 funds tracked by Wall St. Rank hold IQV as of Q3 2021.

Sonora Investment Management held 250 shares of IQVIA worth $60K as of Q3 2021.
Sonora Investment Management bought 137 IQVIA shares in Q3 2021, an estimated $34.6K.
IQVIA made up 0.01% of Sonora Investment Management's portfolio in Q3 2021, its #382 holding.
Sonora Investment Management first reported a position in IQVIA in Q4 2017 and has held it in 12 quarters since.
Sonora Investment Management's IQVIA position peaked at $108K in Q4 2017.
861 funds tracked by Wall St. Rank held IQVIA as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.