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Sun Life Financial’s IQVIA IQV Stock Holding History

Sun Life Financial’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 		– Sell
-289
Closed -$57K – 25
2023
Q3 		$57K Hold
289
– – ﹤0.01% 24
2023
Q2 		$65K Hold
289
– – ﹤0.01% 33
2023
Q1 		$57.5K Hold
289
– – ﹤0.01% 69
2022
Q4 		$59.2K Hold
289
– – ﹤0.01% 70
2022
Q3 		$52K Hold
289
– – ﹤0.01% 70
2022
Q2 		$63K Hold
289
– – ﹤0.01% 71
2022
Q1 		$67K Hold
289
– – ﹤0.01% 85
2021
Q4 		$82K Hold
289
– – ﹤0.01% 87
2021
Q3 		$69K Hold
289
– – ﹤0.01% 75
2021
Q2 		$70K Sell
289
-113
-28% -$26.1K ﹤0.01% 74
2021
Q1 		$77K Buy
402
+288
+253% +$54.1K 0.01% 155
2020
Q4 		$20K Hold
114
– – ﹤0.01% 254
2020
Q3 		$18K Buy
114
+6
+6% +$940 ﹤0.01% 250
2020
Q2 		$15K Buy
108
+1
+0.9% +$136 ﹤0.01% 245
2020
Q1 		$12K Buy
107
+1
+0.9% +$143 ﹤0.01% 242
2019
Q4 		$16K Sell
106
-43
-29% -$6.28K ﹤0.01% 239
2019
Q3 		$22K Buy
149
+23
+18% +$3.58K 0.01% 383
2019
Q2 		$20K Sell
126
-144
-53% -$20.2K 0.01% 390
2019
Q1 		$39K Sell
270
-177
-40% -$23.6K 0.01% 383
2018
Q4 		$52K Buy
447
+2
+0.4% +$242 0.01% 384
2018
Q3 		$58K Buy
445
+56
+14% +$6.72K 0.01% 406
2018
Q2 		$39K Buy
389
+324
+498% +$32.4K 0.01% 472
2018
Q1 		$664 Sell
65
-255
-80% -$25.8K 0.01% 388
2017
Q4 		$31K Sell
320
-790
-71% -$80.4K ﹤0.01% 351
2017
Q3 		$106K Buy
+1,110
New +$103K 0.01% 327

Other funds holding IQV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

Sun Life Financial's IQV Position: Q4 2023 in Review

Sun Life Financial sold out of IQVIA (IQV) in Q4 2023, closing a stake of 289 shares — an estimated $57K sold.

Sun Life Financial first reported a position in IQV in Q3 2017 and held it in 25 quarters. The position peaked at $106K in Q3 2017. 958 funds tracked by Wall St. Rank hold IQV as of Q4 2023.

  • Sun Life Financial reported no remaining IQVIA position as of Q4 2023 after selling out during the quarter.
  • Sun Life Financial sold 289 IQVIA shares in Q4 2023, an estimated $57K.
  • Sun Life Financial first reported a position in IQVIA in Q3 2017 and held it in 25 quarters.
  • Sun Life Financial's IQVIA position peaked at $106K in Q3 2017.
  • 958 funds tracked by Wall St. Rank held IQVIA as of Q4 2023.

Based on Sun Life Financial's 13F filing for Q4 2023, filed 7 Feb 2024.