Zeke Capital Advisors’s IQVIA IQV Stock Holding History

Zeke Capital Advisors’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
2022 Q4	$216K	Sell	1,055 -126	-11%	-$25.6K	0.01%	426
2022 Q3	$214K	Sell	1,181 -23	-2%	-$5.04K	0.02%	416
2022 Q2	$261K	Buy	+1,204	New	+$261K	0.02%	370
2020 Q1	–	Sell	-2,357	Closed	-$364K	–	372
2019 Q4	$364K	Buy	2,357 +25	+1%	+$3.65K	0.03%	435
2019 Q3	$348K	Buy	2,332 +104	+5%	+$16.2K	0.03%	425
2019 Q2	$358K	Hold	2,228	–	–	0.03%	430
2019 Q1	$320K	Buy	2,228 +3	+0.1%	+$400	0.03%	456
2018 Q4	$258K	Buy	2,225 +7	+0.3%	+$848	0.02%	469
2018 Q3	$288K	Hold	2,218	–	–	0.02%	528
2018 Q2	$221K	Sell	2,218 -4,457	-67%	-$445K	0.02%	515
2018 Q1	$655K	Buy	6,675 +30	+0.5%	+$3.03K	0.06%	274
2017 Q4	$651K	Buy	+6,645	New	+$676K	0.07%	235

Other funds holding IQV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Zeke Capital Advisors's IQV Position: Q4 2022 in Review

Zeke Capital Advisors reduced its IQVIA (IQV) stake by 11% in Q4 2022, selling an estimated $25.6K and leaving 1,055 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #426.

Zeke Capital Advisors first reported a position in IQV in Q4 2017 and has held it in 12 quarters since. The position peaked at $655K in Q1 2018. 923 funds tracked by Wall St. Rank hold IQV as of Q4 2022.

Zeke Capital Advisors held 1,055 shares of IQVIA worth $216K as of Q4 2022.
Zeke Capital Advisors sold 126 IQVIA shares in Q4 2022, an estimated $25.6K.
IQVIA made up 0.01% of Zeke Capital Advisors's portfolio in Q4 2022, its #426 holding.
Zeke Capital Advisors first reported a position in IQVIA in Q4 2017 and has held it in 12 quarters since.
Zeke Capital Advisors's IQVIA position peaked at $655K in Q1 2018.
923 funds tracked by Wall St. Rank held IQVIA as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.