VCM
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Vigilant Capital Management’s IQVIA IQV Stock Holding History

Vigilant Capital 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
2023
Q2 		$26.7M Buy
118,727
+4,453
+4% +$894K 1.99% 25
2023
Q1 		$22.7M Buy
114,274
+1,500
+1% +$321K 1.84% 27
2022
Q4 		$23.1M Buy
112,774
+29,995
+36% +$6.08M 1.97% 23
2022
Q3 		$15M Buy
82,779
+4,168
+5% +$913K 1.41% 36
2022
Q2 		$17.1M Buy
78,611
+78,563
+163,673% +$17.1M 1.47% 36
2022
Q1 		$11K Hold
48
– – ﹤0.01% 429
2021
Q4 		$14K Hold
48
– – ﹤0.01% 444
2021
Q3 		$11K Buy
+48
New +$12.1K ﹤0.01% 474

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
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
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Vigilant Capital Management's IQV Position: Q2 2023 in Review

Vigilant Capital Management increased its IQVIA (IQV) stake by 3.9% in Q2 2023, buying an estimated $894K and bringing the position to 118,727 shares worth $26.7M. The position accounts for 1.99% of the portfolio, ranked #25.

Vigilant Capital Management first reported a position in IQV in Q3 2021 and has held it in 8 quarters since. 930 funds tracked by Wall St. Rank hold IQV as of Q2 2023.

  • Vigilant Capital Management held 118,727 shares of IQVIA worth $26.7M as of Q2 2023.
  • Vigilant Capital Management bought 4,453 IQVIA shares in Q2 2023, an estimated $894K.
  • IQVIA made up 1.99% of Vigilant Capital Management's portfolio in Q2 2023, its #25 holding.
  • Vigilant Capital Management first reported a position in IQVIA in Q3 2021 and has held it in 8 quarters since.
  • 930 funds tracked by Wall St. Rank held IQVIA as of Q2 2023.

Based on Vigilant Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.