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Sullivan, Bruyette, Speros & Blaney’s IQVIA IQV Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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
Q1 		– Sell
-666
Closed -$119K – 421
2020
Q4 		$119K Hold
666
– – 0.01% 368
2020
Q3 		$105K Sell
666
-59
-8% -$9.25K 0.01% 341
2020
Q2 		$103K Buy
+725
New +$98.2K 0.01% 317
2020
Q1 		– Sell
-725
Closed -$112K – 324
2019
Q4 		$112K Hold
725
– – 0.01% 332
2019
Q3 		$108K Buy
+725
New +$113K 0.01% 323

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sullivan, Bruyette, Speros & Blaney's IQV Position: Q1 2021 in Review

Sullivan, Bruyette, Speros & Blaney sold out of IQVIA (IQV) in Q1 2021, closing a stake of 666 shares — an estimated $119K sold.

Sullivan, Bruyette, Speros & Blaney first reported a position in IQV in Q3 2019 and held it in 5 quarters. The position peaked at $119K in Q4 2020. 775 funds tracked by Wall St. Rank hold IQV as of Q1 2021.

  • Sullivan, Bruyette, Speros & Blaney reported no remaining IQVIA position as of Q1 2021 after selling out during the quarter.
  • Sullivan, Bruyette, Speros & Blaney sold 666 IQVIA shares in Q1 2021, an estimated $119K.
  • Sullivan, Bruyette, Speros & Blaney first reported a position in IQVIA in Q3 2019 and held it in 5 quarters.
  • Sullivan, Bruyette, Speros & Blaney's IQVIA position peaked at $119K in Q4 2020.
  • 775 funds tracked by Wall St. Rank held IQVIA as of Q1 2021.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q1 2021, filed 10 May 2021.