Surevest’s IQVIA IQV Stock Holding History

Surevest’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
2022 Q3	$2K	Hold	11	–	–	﹤0.01%	395
2022 Q2	$2K	Hold	11	–	–	﹤0.01%	420
2022 Q1	$3K	Hold	11	–	–	﹤0.01%	363
2021 Q4	$3K	Buy	+11	New	+$2.85K	﹤0.01%	367

Other funds holding IQV

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Surevest's IQV Position: Q3 2022 in Review

Surevest held its IQVIA (IQV) position steady in Q3 2022 at 11 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #395.

Surevest first reported a position in IQV in Q4 2021 and has held it in 4 quarters since. The position peaked at $3K in Q1 2022. 887 funds tracked by Wall St. Rank hold IQV as of Q3 2022.

Surevest held 11 shares of IQVIA worth $2K as of Q3 2022.
Surevest left its IQVIA share count unchanged in Q3 2022.
IQVIA made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #395 holding.
Surevest first reported a position in IQVIA in Q4 2021 and has held it in 4 quarters since.
Surevest's IQVIA position peaked at $3K in Q1 2022.
887 funds tracked by Wall St. Rank held IQVIA as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.