Symmetry Partners’s IQVIA IQV Stock Holding History

Symmetry Partners’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 Q3	–	Sell	-2,147	Closed	-$454K	–	293
2024 Q2	$454K	Sell	2,147 -298	-12%	-$67.7K	0.02%	307
2024 Q1	$618K	Buy	2,445 +201	+9%	+$46.9K	0.05%	260
2023 Q4	$522K	Hold	2,244	–	–	0.03%	272
2023 Q3	$442K	Hold	2,244	–	–	0.02%	336
2023 Q2	$504K	Hold	2,244	–	–	0.03%	334
2023 Q1	$446K	Hold	2,244	–	–	0.02%	360
2022 Q4	$460K	Buy	2,244 +290	+15%	+$58.8K	0.03%	352
2022 Q3	$354K	Buy	1,954 +182	+10%	+$39.9K	0.02%	396
2022 Q2	$385K	Hold	1,772	–	–	0.03%	382
2022 Q1	$410K	Hold	1,772	–	–	0.03%	425
2021 Q4	$500K	Sell	1,772 -836	-32%	-$217K	0.03%	393
2021 Q3	$624K	Hold	2,608	–	–	0.04%	335
2021 Q2	$632K	Hold	2,608	–	–	0.04%	345
2021 Q1	$504K	Sell	2,608 -187	-7%	-$35.1K	0.04%	393
2020 Q4	$501K	Hold	2,795	–	–	0.04%	371
2020 Q3	$441K	Buy	+2,795	New	+$438K	0.04%	370

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

FCM

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

Symmetry Partners's IQV Position: Q3 2024 in Review

Symmetry Partners sold out of IQVIA (IQV) in Q3 2024, closing a stake of 2,147 shares — an estimated $454K sold.

Symmetry Partners first reported a position in IQV in Q3 2020 and held it in 16 quarters. The position peaked at $632K in Q2 2021. 1,060 funds tracked by Wall St. Rank hold IQV as of Q3 2024.

Symmetry Partners reported no remaining IQVIA position as of Q3 2024 after selling out during the quarter.
Symmetry Partners sold 2,147 IQVIA shares in Q3 2024, an estimated $454K.
Symmetry Partners first reported a position in IQVIA in Q3 2020 and held it in 16 quarters.
Symmetry Partners's IQVIA position peaked at $632K in Q2 2021.
1,060 funds tracked by Wall St. Rank held IQVIA as of Q3 2024.

Based on Symmetry Partners's 13F filing for Q3 2024, filed 29 Oct 2024.