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Yorktown Management & Research Company’s IQVIA IQV Stock Holding History

Yorktown Management & Research Company’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
-1,400
Closed -$332K – 213
2024
Q3 		$332K Buy
+1,400
New +$330K 0.34% 153

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Harris Associates
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Yorktown Management & Research Company's IQV Position: Q4 2024 in Review

Yorktown Management & Research Company sold out of IQVIA (IQV) in Q4 2024, closing a stake of 1,400 shares — an estimated $332K sold.

Yorktown Management & Research Company first reported a position in IQV in Q3 2024 and held it in 1 quarter. The position peaked at $332K in Q3 2024. 1,002 funds tracked by Wall St. Rank hold IQV as of Q4 2024.

  • Yorktown Management & Research Company reported no remaining IQVIA position as of Q4 2024 after selling out during the quarter.
  • Yorktown Management & Research Company sold 1,400 IQVIA shares in Q4 2024, an estimated $332K.
  • Yorktown Management & Research Company first reported a position in IQVIA in Q3 2024 and held it in 1 quarter.
  • Yorktown Management & Research Company's IQVIA position peaked at $332K in Q3 2024.
  • 1,002 funds tracked by Wall St. Rank held IQVIA as of Q4 2024.

Based on Yorktown Management & Research Company's 13F filing for Q4 2024, filed 27 Jan 2025.