DANA EPIPHANY EQUITY FUND IQV Holdings History
DANA EPIPHANY EQUITY FUND's IQVIA Holdings Inc Holding Summary
As of 2025-04-30, DANA EPIPHANY EQUITY FUND held 7,400.00 shares of IQVIA Holdings Inc(IQV), totaling $1.15 Mil. This investment constitutes 1.84% of their stock portfolio, and DANA EPIPHANY EQUITY FUND now holds 0% of the outstanding IQVIA Holdings Inc(IQV) stock.
The initial trade took place in 2021Q3. And since then DANA EPIPHANY EQUITY FUND has made 8 purchases of IQV, at an average price of $228.01, for a total of 10,400.00 shares. In addition, there have been 4 sales at an average price of $215.60 for 3,000.00 shares. Based on historical transaction data and IQV's current price of $162.80, DANA EPIPHANY EQUITY FUND's estimated gain on his IQV holdings is $-519,747.00, reflecting a -21.92% gain to date.
DANA EPIPHANY EQUITY FUND IQV ($162.80) Holding Chart
DANA EPIPHANY EQUITY FUND IQV ($162.80) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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