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User

Stephen Mandel

Lone Pine Capital

Stephen Mandel IQVIA Holdings Inc stake

total: 294

Lone Pine Capital IQV trades

Total transactions:
9
New positions:
1
Sold out:
1
Added:
2
Reduced:
5
Held since:
2017 Q4
Held for:
9 quarters
Latest activity:
2020 Q1
According to 2026 Q1 report, Stephen Mandel doesn't hold any IQVIA Holdings Inc (IQV) shares. To date, the estimated cost basis is nearly $97.94 for "buy" trades and estimated average "sell" price is $147.3. Lone Pine Capital first purchased IQV in 2017 Q4, initially acquiring about 9.87M shares. Since the initial investment in IQVIA Holdings Inc (IQV), Lone Pine Capital has made 8 more transactions.

When did Stephen Mandel sell IQVIA Holdings Inc (IQV)?

Stephen Mandel sold off the entire IQVIA Holdings Inc (IQV) position in 2020 Q1.

When did Stephen Mandel buy IQVIA Holdings Inc (IQV)?

Stephen Mandel first invested in IQVIA Holdings Inc (IQV) in 2017 Q4 at the reported quarter-end price of $97.90 per share.

What's the cost basis of Lone Pine Capital's IQV stake?

The estimated cost basis for IQVIA Holdings Inc (IQV) stake is around $97.94 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$97.94
Weighted AVG sell price:
$147.30

Stephen Mandel's historical trades in IQVIA Holdings Inc

9 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2020 Q1
0.00%
$154.51
-100% (-3,082,174)
2019 Q4
2.55%
$154.51
-13.16% (-467,035)
2019 Q3
3.12%
$149.38
-42.62% (-2,636,698)
2019 Q2
6.19%
$160.90
-19.75% (-1,522,232)
2018 Q4
6.06%
$116.17
-8.27% (-695,300)
2018 Q3
5.61%
$129.74
-16.96% (-1,716,683)
2018 Q2
5.34%
$99.82
+2.32% (+229,190)
2018 Q1
4.91%
$98.11
+0.23% (+22,600)
2017 Q4
5.04%
$97.90
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.