WI
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Wintrust Investments’s IQVIA IQV Stock Holding History

Wintrust Investments’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
2024
Q4 		– Sell
-197
Closed -$46K – 473
2024
Q3 		$46K Sell
197
-1,777
-90% -$419K 0.03% 323
2024
Q2 		$417K Hold
1,974
– – 0.03% 315
2024
Q1 		$499K Buy
1,974
+100
+5% +$23.3K 0.04% 286
2023
Q4 		$434K Buy
+1,874
New +$385K 0.04% 293
2020
Q2 		– Sell
-2,500
Closed -$300K – 364
2020
Q1 		$300K Buy
+2,500
New +$357K 0.05% 238

Other funds holding IQV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Wintrust Investments's IQV Position: Q4 2024 in Review

Wintrust Investments sold out of IQVIA (IQV) in Q4 2024, closing a stake of 197 shares — an estimated $46K sold.

Wintrust Investments first reported a position in IQV in Q1 2020 and held it in 5 quarters. The position peaked at $499K in Q1 2024. 1,004 funds tracked by Wall St. Rank hold IQV as of Q4 2024.

  • Wintrust Investments reported no remaining IQVIA position as of Q4 2024 after selling out during the quarter.
  • Wintrust Investments sold 197 IQVIA shares in Q4 2024, an estimated $46K.
  • Wintrust Investments first reported a position in IQVIA in Q1 2020 and held it in 5 quarters.
  • Wintrust Investments's IQVIA position peaked at $499K in Q1 2024.
  • 1,004 funds tracked by Wall St. Rank held IQVIA as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.