Bartlett & Co Wealth Management’s Icon ICLR Stock Holding History

Bartlett & Co Wealth Management’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
2021 Q2	–	Sell	-500	Closed	-$98.2K	–	1082
2021 Q1	$98.2K	Hold	500	–	–	﹤0.01%	418
2020 Q4	$97.5K	Hold	500	–	–	﹤0.01%	414
2020 Q3	$95.5K	Hold	500	–	–	﹤0.01%	392
2020 Q2	$84.2K	Hold	500	–	–	﹤0.01%	405
2020 Q1	$68K	Hold	500	–	–	﹤0.01%	414
2019 Q4	$86.1K	Hold	500	–	–	﹤0.01%	425
2019 Q3	$73.7K	Sell	500 -250	-33%	-$38.4K	﹤0.01%	439
2019 Q2	$115K	Hold	750	–	–	﹤0.01%	311
2019 Q1	$102K	Hold	750	–	–	﹤0.01%	317
2018 Q4	$96.9K	Hold	750	–	–	﹤0.01%	317
2018 Q3	$115K	Sell	750 -150	-17%	-$21.5K	﹤0.01%	311
2018 Q2	$119K	Hold	900	–	–	﹤0.01%	309
2018 Q1	$106K	Buy	+900	New	+$103K	﹤0.01%	315

Other funds holding ICLR

Massachusetts Financial Services

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WCM Investment Management

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Comgest Global Investors Paris, France $4.59B AUM 12.96% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Ninety One (UK)

Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return