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ICLR icon

Alta Advisers’s Icon ICLR Stock Holding History

Alta Advisers’s Portfolio ICLR Stock Details ICLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-300
Closed -$86.2K – 282
2024
Q3 		$86.2K Hold
300
– – 0.04% 330
2024
Q2 		$94K Hold
300
– – 0.05% 280
2024
Q1 		$101K Hold
300
– – 0.05% 276
2023
Q4 		$84.9K Hold
300
– – 0.05% 298
2023
Q3 		$73.9K Hold
300
– – 0.04% 302
2023
Q2 		$75.1K Hold
300
– – 0.04% 313
2023
Q1 		$64.1K Hold
300
– – 0.04% 342
2022
Q4 		$58K Hold
300
– – 0.03% 354
2022
Q3 		$55K Buy
+300
New +$65.3K 0.03% 358

Other funds holding ICLR

WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Alta Advisers's ICLR Position: Q4 2024 in Review

Alta Advisers sold out of Icon (ICLR) in Q4 2024, closing a stake of 300 shares — an estimated $86.2K sold.

Alta Advisers first reported a position in ICLR in Q3 2022 and held it in 9 quarters. The position peaked at $101K in Q1 2024. 595 funds tracked by Wall St. Rank hold ICLR as of Q4 2024.

  • Alta Advisers reported no remaining Icon position as of Q4 2024 after selling out during the quarter.
  • Alta Advisers sold 300 Icon shares in Q4 2024, an estimated $86.2K.
  • Alta Advisers first reported a position in Icon in Q3 2022 and held it in 9 quarters.
  • Alta Advisers's Icon position peaked at $101K in Q1 2024.
  • 595 funds tracked by Wall St. Rank held Icon as of Q4 2024.

Based on Alta Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.