| Quarter | Score |
|---|---|
| 2018-Q1 | 50.0 |
| 2018-Q2 | 50.9 |
| 2018-Q3 | 53.2 |
| 2019-Q2 | 54.1 |
| 2022-Q1 | 52.5 |
| 2022-Q3 | 65.9 |
| 2022-Q4 | 49.7 |
| 2023-Q1 | 50.0 |
| 2023-Q2 | 63.8 |
| 2023-Q3 | 48.0 |
| 2023-Q4 | 36.1 |
| 2024-Q1 | 73.3 |
| 2024-Q2 | 72.5 |
| 2024-Q3 | 65.7 |
| 2024-Q4 | 68.4 |
| 2025-Q1 | 66.9 |
| 2025-Q2 | 46.2 |
| 2025-Q3 | 46.5 |
| 2025-Q4 | 43.5 |
Active institutional exit or low consensus; avoid or liquidate
Within 6.5% of funds' estimated purchase price
1 of 16 tracked funds hold IQV. Avg conviction: 0.9%. Net trimming. First tracked at $157.59 (current +6.5% vs tracked).
Benchmark comparison unavailable
Prices are approximate, based on 13F reported values (position value / shares), not actual cost basis. Data covers 16 tracked value-oriented funds. Holdings are reported quarterly with a ~45-day lag. Stock splits may affect share count comparisons. Returns are not annualized.
| Fund | % of Portfolio | Action |
|---|---|---|
| Appaloosa Management | 0.9% | Reduce |