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Sustainable Growth Advisers’s IQVIA IQV Stock Holding History

Sustainable Growth Advisers’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
Q4 		– Sell
-909
Closed -$215K – 55
2024
Q3 		$215K Sell
909
-450
-33% -$106K ﹤0.01% 52
2024
Q2 		$287K Sell
1,359
-1,613,546
-100% -$367M ﹤0.01% 52
2024
Q1 		$408M Sell
1,614,905
-11,352
-0.7% -$2.65M 1.71% 24
2023
Q4 		$376M Sell
1,626,257
-26,965
-2% -$5.54M 1.71% 26
2023
Q3 		$325M Sell
1,653,222
-17,449
-1% -$3.79M 1.65% 28
2023
Q2 		$376M Sell
1,670,671
-7,235
-0.4% -$1.45M 1.78% 24
2023
Q1 		$334M Buy
1,677,906
+160,721
+11% +$34.4M 1.94% 23
2022
Q4 		$311M Buy
1,517,185
+113,170
+8% +$23M 2.02% 25
2022
Q3 		$254M Buy
1,404,015
+261,891
+23% +$57.4M 1.9% 22
2022
Q2 		$248M Buy
1,142,124
+1,140,915
+94,368% +$248M 1.77% 27
2022
Q1 		$280K Buy
1,209
+89
+8% +$21.1K ﹤0.01% 55
2021
Q4 		$316K Hold
1,120
– – ﹤0.01% 56
2021
Q3 		$268K Hold
1,120
– – ﹤0.01% 57
2021
Q2 		$271K Buy
+1,120
New +$259K ﹤0.01% 57

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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 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
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Sustainable Growth Advisers's IQV Position: Q4 2024 in Review

Sustainable Growth Advisers sold out of IQVIA (IQV) in Q4 2024, closing a stake of 909 shares — an estimated $215K sold.

Sustainable Growth Advisers first reported a position in IQV in Q2 2021 and held it in 14 quarters. The position peaked at $408M in Q1 2024. 1,001 funds tracked by Wall St. Rank hold IQV as of Q4 2024.

  • Sustainable Growth Advisers reported no remaining IQVIA position as of Q4 2024 after selling out during the quarter.
  • Sustainable Growth Advisers sold 909 IQVIA shares in Q4 2024, an estimated $215K.
  • Sustainable Growth Advisers first reported a position in IQVIA in Q2 2021 and held it in 14 quarters.
  • Sustainable Growth Advisers's IQVIA position peaked at $408M in Q1 2024.
  • 1,001 funds tracked by Wall St. Rank held IQVIA as of Q4 2024.

Based on Sustainable Growth Advisers's 13F filing for Q4 2024, filed 10 Feb 2025.