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ICLR icon

Blue Barn Wealth’s Icon ICLR Stock Holding History

Blue Barn Wealth’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
2022
Q4 		– Sell
-1,090
Closed -$200K – 129
2022
Q3 		$200K Buy
1,090
+25
+2% +$5.44K 0.14% 115
2022
Q2 		$231K Buy
1,065
+29
+3% +$6.5K 0.18% 95
2022
Q1 		$252K Buy
1,036
+86
+9% +$21.6K 0.17% 94
2021
Q4 		$294K Buy
950
+5
+0.5% +$1.4K 0.2% 79
2021
Q3 		$248K Buy
+945
New +$230K 0.22% 87

Other funds holding ICLR

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $44.7B AUM 17.24% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Blue Barn Wealth's ICLR Position: Q4 2022 in Review

Blue Barn Wealth sold out of Icon (ICLR) in Q4 2022, closing a stake of 1,090 shares — an estimated $200K sold.

Blue Barn Wealth first reported a position in ICLR in Q3 2021 and held it in 5 quarters. The position peaked at $294K in Q4 2021. 527 funds tracked by Wall St. Rank hold ICLR as of Q4 2022.

  • Blue Barn Wealth reported no remaining Icon position as of Q4 2022 after selling out during the quarter.
  • Blue Barn Wealth sold 1,090 Icon shares in Q4 2022, an estimated $200K.
  • Blue Barn Wealth first reported a position in Icon in Q3 2021 and held it in 5 quarters.
  • Blue Barn Wealth's Icon position peaked at $294K in Q4 2021.
  • 527 funds tracked by Wall St. Rank held Icon as of Q4 2022.

Based on Blue Barn Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.