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Winfield Associates’s IQVIA IQV Stock Holding History

Winfield Associates’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
-146
Closed -$15K – 368
2017
Q4 		$15K Sell
146
-22
-13% -$2.24K 0.01% 363
2017
Q3 		$16K Hold
168
– – 0.01% 337
2017
Q2 		$15K Buy
168
+39
+30% +$3.29K 0.01% 336
2017
Q1 		$10K Buy
129
+89
+223% +$6.95K 0.01% 388
2016
Q4 		$3K Hold
40
– – ﹤0.01% 507
2016
Q3 		$3K Hold
40
– – ﹤0.01% 486
2016
Q2 		$3K Hold
40
– – ﹤0.01% 475
2016
Q1 		$3K Buy
+40
New +$2.53K ﹤0.01% 445

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 $181B AUM 41.77% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GCM
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return

Winfield Associates's IQV Position: Q1 2018 in Review

Winfield Associates sold out of IQVIA (IQV) in Q1 2018, closing a stake of 146 shares — an estimated $15K sold.

Winfield Associates first reported a position in IQV in Q1 2016 and held it in 8 quarters. The position peaked at $16K in Q3 2017. 507 funds tracked by Wall St. Rank hold IQV as of Q1 2018.

  • Winfield Associates reported no remaining IQVIA position as of Q1 2018 after selling out during the quarter.
  • Winfield Associates sold 146 IQVIA shares in Q1 2018, an estimated $15K.
  • Winfield Associates first reported a position in IQVIA in Q1 2016 and held it in 8 quarters.
  • Winfield Associates's IQVIA position peaked at $16K in Q3 2017.
  • 507 funds tracked by Wall St. Rank held IQVIA as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.