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Underhill Investment Management’s IQVIA IQV Stock Holding History

Underhill Investment Management’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
2018
Q1 		– Sell
-3,550
Closed -$348K – 23
2017
Q4 		$348K Sell
3,550
-478
-12% -$48.7K 0.17% 22
2017
Q3 		$383K Hold
4,028
– – 0.21% 22
2017
Q2 		$361K Buy
+4,028
New +$340K 0.23% 22

Other funds holding IQV

TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return

Underhill Investment Management's IQV Position: Q1 2018 in Review

Underhill Investment Management sold out of IQVIA (IQV) in Q1 2018, closing a stake of 3,550 shares — an estimated $348K sold.

Underhill Investment Management first reported a position in IQV in Q2 2017 and held it in 3 quarters. The position peaked at $383K in Q3 2017. 506 funds tracked by Wall St. Rank hold IQV as of Q1 2018.

  • Underhill Investment Management reported no remaining IQVIA position as of Q1 2018 after selling out during the quarter.
  • Underhill Investment Management sold 3,550 IQVIA shares in Q1 2018, an estimated $348K.
  • Underhill Investment Management first reported a position in IQVIA in Q2 2017 and held it in 3 quarters.
  • Underhill Investment Management's IQVIA position peaked at $383K in Q3 2017.
  • 506 funds tracked by Wall St. Rank held IQVIA as of Q1 2018.

Based on Underhill Investment Management's 13F filing for Q1 2018, filed 25 Apr 2018.