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United Asset Strategies’s IQVIA IQV Stock Holding History

United Asset Strategies’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
2023
Q3 		– Sell
-5,880
Closed -$1.32M – 237
2023
Q2 		$1.32M Buy
+5,880
New +$1.18M 0.16% 127
2022
Q4 		– Sell
-5,301
Closed -$960K – 230
2022
Q3 		$960K Buy
+5,301
New +$1.16M 0.15% 128
2018
Q1 		– Sell
-3,265
Closed -$320K – 202
2017
Q4 		$320K Buy
+3,265
New +$332K 0.09% 158

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

United Asset Strategies's IQV Position: Q3 2023 in Review

United Asset Strategies sold out of IQVIA (IQV) in Q3 2023, closing a stake of 5,880 shares — an estimated $1.32M sold.

United Asset Strategies first reported a position in IQV in Q4 2017 and held it in 3 quarters. The position peaked at $1.32M in Q2 2023. 941 funds tracked by Wall St. Rank hold IQV as of Q3 2023.

  • United Asset Strategies reported no remaining IQVIA position as of Q3 2023 after selling out during the quarter.
  • United Asset Strategies sold 5,880 IQVIA shares in Q3 2023, an estimated $1.32M.
  • United Asset Strategies first reported a position in IQVIA in Q4 2017 and held it in 3 quarters.
  • United Asset Strategies's IQVIA position peaked at $1.32M in Q2 2023.
  • 941 funds tracked by Wall St. Rank held IQVIA as of Q3 2023.

Based on United Asset Strategies's 13F filing for Q3 2023, filed 7 Nov 2023.