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Winslow Evans & Crocker’s IQVIA IQV Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$159K Buy
890
+120
+16% +$20.2K 0.03% 365
2020
Q3 		$121K Hold
770
– – 0.03% 332
2020
Q2 		$109K Hold
770
– – 0.03% 344
2020
Q1 		$84K Hold
770
– – 0.03% 351
2019
Q4 		$120K Sell
770
-1,000
-56% -$146K 0.03% 372
2019
Q3 		$266K Sell
1,770
-280
-14% -$43.6K 0.07% 251
2019
Q2 		$330K Hold
2,050
– – 0.09% 228
2019
Q1 		$296K Buy
2,050
+1,000
+95% +$133K 0.08% 232
2018
Q4 		$122K Hold
1,050
– – 0.04% 328
2018
Q3 		$138K Hold
1,050
– – 0.04% 320
2018
Q2 		$106K Sell
1,050
-210
-17% -$21K 0.03% 358
2018
Q1 		$124K Hold
1,260
– – 0.04% 318
2017
Q4 		$123K Sell
1,260
-40
-3% -$4.07K 0.04% 329
2017
Q3 		$124K Sell
1,300
-675
-34% -$62.6K 0.04% 326
2017
Q2 		$174K Sell
1,975
-151
-7% -$12.7K 0.05% 337
2017
Q1 		$171K Sell
2,126
-780
-27% -$60.9K 0.05% 318
2016
Q4 		$221K Sell
2,906
-114
-4% -$8.74K 0.07% 277
2016
Q3 		$245K Sell
3,020
-156
-5% -$11.8K 0.07% 269
2016
Q2 		$207K Sell
3,176
-324
-9% -$21.7K 0.06% 275
2016
Q1 		$228K Sell
3,500
-1,000
-22% -$63.3K 0.07% 248
2015
Q4 		$309K Buy
4,500
+1,500
+50% +$103K 0.09% 221
2015
Q3 		$209K Sell
3,000
-50
-2% -$3.74K 0.07% 266
2015
Q2 		$221K Sell
3,050
-6,476
-68% -$444K 0.06% 291
2015
Q1 		$638K Buy
9,526
+7,476
+365% +$471K 0.18% 127
2014
Q4 		$121K Buy
2,050
+880
+75% +$50.2K 0.03% 373
2014
Q3 		$65.3K Buy
+1,170
New +$65.4K 0.02% 507

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
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Winslow Evans & Crocker's IQV Position: Q4 2020 in Review

Winslow Evans & Crocker increased its IQVIA (IQV) stake by 16% in Q4 2020, buying an estimated $20.2K and bringing the position to 890 shares worth $159K. The position accounts for 0.03% of the portfolio, ranked #365.

Winslow Evans & Crocker first reported a position in IQV in Q3 2014 and has held it in 26 quarters since. The position peaked at $638K in Q1 2015. 760 funds tracked by Wall St. Rank hold IQV as of Q4 2020.

  • Winslow Evans & Crocker held 890 shares of IQVIA worth $159K as of Q4 2020.
  • Winslow Evans & Crocker bought 120 IQVIA shares in Q4 2020, an estimated $20.2K.
  • IQVIA made up 0.03% of Winslow Evans & Crocker's portfolio in Q4 2020, its #365 holding.
  • Winslow Evans & Crocker first reported a position in IQVIA in Q3 2014 and has held it in 26 quarters since.
  • Winslow Evans & Crocker's IQVIA position peaked at $638K in Q1 2015.
  • 760 funds tracked by Wall St. Rank held IQVIA as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.