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UBS’s IQVIA IQV Stock Holding History

UBS’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
2014
Q3 		$6K Sell
100
-1,200
-92% -$67.1K ﹤0.01% 9281
2014
Q2 		$69K Buy
1,300
+900
+225% +$45.4K ﹤0.01% 6424
2014
Q1 		$20K Buy
+400
New +$20.2K ﹤0.01% 8073
2013
Q4 		– Sell
-500
Closed -$22K – 10555
2013
Q3 		$22K Buy
500
+300
+150% +$13.3K ﹤0.01% 7939
2013
Q2 		$9K Buy
+200
New +$8.77K ﹤0.01% 8732

Other funds holding IQV

BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
3I
3I Investments London Swie 5jd, United Kingdom $259M AUM 10.04% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS's IQV Position: Q3 2014 in Review

UBS increased its IQVIA (IQV) stake by 52% in Q3 2014, buying an estimated $1.54M and bringing the position to 80,585 shares worth $4.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2136.

UBS first reported a position in IQV in Q2 2013 and has held it in 6 quarters since. 222 funds tracked by Wall St. Rank hold IQV as of Q3 2014.

  • UBS held 80,585 shares of IQVIA worth $4.5M as of Q3 2014.
  • UBS bought 27,534 IQVIA shares in Q3 2014, an estimated $1.54M.
  • IQVIA made up ﹤0.01% of UBS's portfolio in Q3 2014, its #2136 holding.
  • UBS first reported a position in IQVIA in Q2 2013 and has held it in 6 quarters since.
  • 222 funds tracked by Wall St. Rank held IQVIA as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.