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Waddell & Reed Financial’s IQVIA IQV Stock Holding History

Waddell & Reed 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
2014
Q1 		– Sell
-100,000
Closed -$4.63M – 559
2013
Q4 		$4.63M Sell
100,000
-180,000
-64% -$7.88M 0.01% 512
2013
Q3 		$12.6M Hold
280,000
– – 0.02% 380
2013
Q2 		$11.9M Buy
+280,000
New +$12.3M 0.02% 357

Other funds holding IQV

BCI
Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 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 $580B AUM 38.23% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Waddell & Reed Financial's IQV Position: Q1 2014 in Review

Waddell & Reed Financial sold out of IQVIA (IQV) in Q1 2014, closing a stake of 100,000 shares — an estimated $4.63M sold.

Waddell & Reed Financial first reported a position in IQV in Q2 2013 and held it in 3 quarters. The position peaked at $12.6M in Q3 2013. 178 funds tracked by Wall St. Rank hold IQV as of Q1 2014.

  • Waddell & Reed Financial reported no remaining IQVIA position as of Q1 2014 after selling out during the quarter.
  • Waddell & Reed Financial sold 100,000 IQVIA shares in Q1 2014, an estimated $4.63M.
  • Waddell & Reed Financial first reported a position in IQVIA in Q2 2013 and held it in 3 quarters.
  • Waddell & Reed Financial's IQVIA position peaked at $12.6M in Q3 2013.
  • 178 funds tracked by Wall St. Rank held IQVIA as of Q1 2014.

Based on Waddell & Reed Financial's 13F filing for Q1 2014, filed 15 May 2014.