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Autumn Glory Partners’s Icon ICLR Stock Holding History

Autumn Glory Partners’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
-1,716
Closed -$495K – 193
2024
Q3 		$495K Buy
+1,716
New +$541K 0.19% 131
2022
Q1 		– Sell
-1,538
Closed -$476K – 179
2021
Q4 		$476K Buy
+1,538
New +$430K 0.2% 115

Other funds holding ICLR

WCM Investment Management
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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

Autumn Glory Partners's ICLR Position: Q4 2024 in Review

Autumn Glory Partners sold out of Icon (ICLR) in Q4 2024, closing a stake of 1,716 shares — an estimated $495K sold.

Autumn Glory Partners first reported a position in ICLR in Q4 2021 and held it in 2 quarters. The position peaked at $495K in Q3 2024. 596 funds tracked by Wall St. Rank hold ICLR as of Q4 2024.

  • Autumn Glory Partners reported no remaining Icon position as of Q4 2024 after selling out during the quarter.
  • Autumn Glory Partners sold 1,716 Icon shares in Q4 2024, an estimated $495K.
  • Autumn Glory Partners first reported a position in Icon in Q4 2021 and held it in 2 quarters.
  • Autumn Glory Partners's Icon position peaked at $495K in Q3 2024.
  • 596 funds tracked by Wall St. Rank held Icon as of Q4 2024.

Based on Autumn Glory Partners's 13F filing for Q4 2024, filed 30 Jan 2025.