UF
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Univest Financial’s IQVIA IQV Stock Holding History

Univest Financial’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
2021
Q2 		– Sell
-1,044
Closed -$202K – 112
2021
Q1 		$202K Sell
1,044
-24,035
-96% -$4.51M 0.06% 103
2020
Q4 		$4.49M Sell
25,079
-853
-3% -$144K 1.3% 31
2020
Q3 		$4.09M Sell
25,932
-1,008
-4% -$158K 1.29% 27
2020
Q2 		$3.82M Buy
26,940
+4,466
+20% +$605K 1.26% 31
2020
Q1 		$2.42M Buy
+22,474
New +$3.21M 0.96% 40

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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

Univest Financial's IQV Position: Q2 2021 in Review

Univest Financial sold out of IQVIA (IQV) in Q2 2021, closing a stake of 1,044 shares — an estimated $202K sold.

Univest Financial first reported a position in IQV in Q1 2020 and held it in 5 quarters. The position peaked at $4.49M in Q4 2020. 849 funds tracked by Wall St. Rank hold IQV as of Q2 2021.

  • Univest Financial reported no remaining IQVIA position as of Q2 2021 after selling out during the quarter.
  • Univest Financial sold 1,044 IQVIA shares in Q2 2021, an estimated $202K.
  • Univest Financial first reported a position in IQVIA in Q1 2020 and held it in 5 quarters.
  • Univest Financial's IQVIA position peaked at $4.49M in Q4 2020.
  • 849 funds tracked by Wall St. Rank held IQVIA as of Q2 2021.

Based on Univest Financial's 13F filing for Q2 2021, filed 20 Jul 2021.