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Steward Financial Group’s IQVIA IQV Stock Holding History

Steward Financial Group’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
Q3 		$10K Buy
+53
New +$11.5K ﹤0.01% 378
2023
Q2 		– Sell
-40
Closed -$7K – 725
2023
Q1 		$7K Buy
40
+30
+300% +$6.41K ﹤0.01% 247
2022
Q4 		$2K Buy
+10
New +$2.03K ﹤0.01% 333
2022
Q3 		– Sell
-4
Closed – – 680
2022
Q2 		$0 Buy
+4
New +$869 ﹤0.01% 1153

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Steward Financial Group's IQV Position: Q3 2023 in Review

Steward Financial Group opened a new position in IQVIA (IQV) in Q3 2023: 53 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #378 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in IQV as recently as Q1 2023.

Steward Financial Group first reported a position in IQV in Q2 2022 and has held it in 4 quarters since. 941 funds tracked by Wall St. Rank hold IQV as of Q3 2023.

  • Steward Financial Group held 53 shares of IQVIA worth $10K as of Q3 2023.
  • IQVIA was a new Steward Financial Group position in Q3 2023.
  • IQVIA made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #378 holding.
  • Steward Financial Group first reported a position in IQVIA in Q2 2022 and has held it in 4 quarters since.
  • 941 funds tracked by Wall St. Rank held IQVIA as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.