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SpiderRock Advisors’s IQVIA IQV Stock Holding History

SpiderRock 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
2024
Q3 		$465K Sell
1,962
-204
-9% -$48.2K 0.01% 640
2024
Q2 		$458K Buy
2,166
+26
+1% +$5.91K 0.01% 582
2024
Q1 		$543K Buy
+2,140
New +$500K 0.01% 508
2017
Q1 		– Hold
0
– – – 479

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

SpiderRock Advisors's IQV Position: Q3 2024 in Review

SpiderRock Advisors reduced its IQVIA (IQV) stake by 9.4% in Q3 2024, selling an estimated $48.2K and leaving 1,962 shares worth $465K. The position accounts for 0.01% of the portfolio, ranked #640.

SpiderRock Advisors first reported a position in IQV in Q1 2024 and has held it in 3 quarters since. The position peaked at $543K in Q1 2024. 1,061 funds tracked by Wall St. Rank hold IQV as of Q3 2024.

  • SpiderRock Advisors held 1,962 shares of IQVIA worth $465K as of Q3 2024.
  • SpiderRock Advisors sold 204 IQVIA shares in Q3 2024, an estimated $48.2K.
  • IQVIA made up 0.01% of SpiderRock Advisors's portfolio in Q3 2024, its #640 holding.
  • SpiderRock Advisors first reported a position in IQVIA in Q1 2024 and has held it in 3 quarters since.
  • SpiderRock Advisors's IQVIA position peaked at $543K in Q1 2024.
  • 1,061 funds tracked by Wall St. Rank held IQVIA as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.