Carmichael Hill & Associates’s Icon ICLR Stock Holding History

Carmichael Hill & Associates’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 Q1	–	Sell	-11	Closed	-$3.11K	–	792
2023 Q4	$3.11K	Sell	11 -44	-80%	-$11.4K	﹤0.01%	682
2023 Q3	$13.5K	Hold	55	–	–	0.01%	519
2023 Q2	$13.8K	Hold	55	–	–	0.01%	516
2023 Q1	$11.7K	Hold	55	–	–	0.01%	531
2022 Q4	$10.7K	Hold	55	–	–	0.01%	542
2022 Q3	$10K	Hold	55	–	–	0.01%	564
2022 Q2	$12K	Hold	55	–	–	0.01%	524
2022 Q1	$13K	Hold	55	–	–	0.01%	554
2021 Q4	$17K	Hold	55	–	–	0.01%	541
2021 Q3	$14K	Hold	55	–	–	0.01%	555
2021 Q2	$11K	Hold	55	–	–	0.01%	589
2021 Q1	$11K	Hold	55	–	–	0.01%	578
2020 Q4	$11K	Hold	55	–	–	0.01%	553
2020 Q3	$11K	Buy	+55	New	+$10.1K	0.01%	514

Other funds holding ICLR

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Carmichael Hill & Associates's ICLR Position: Q1 2024 in Review

Carmichael Hill & Associates sold out of Icon (ICLR) in Q1 2024, closing a stake of 11 shares — an estimated $3.11K sold.

Carmichael Hill & Associates first reported a position in ICLR in Q3 2020 and held it in 14 quarters. The position peaked at $17K in Q4 2021. 648 funds tracked by Wall St. Rank hold ICLR as of Q1 2024.

Carmichael Hill & Associates reported no remaining Icon position as of Q1 2024 after selling out during the quarter.
Carmichael Hill & Associates sold 11 Icon shares in Q1 2024, an estimated $3.11K.
Carmichael Hill & Associates first reported a position in Icon in Q3 2020 and held it in 14 quarters.
Carmichael Hill & Associates's Icon position peaked at $17K in Q4 2021.
648 funds tracked by Wall St. Rank held Icon as of Q1 2024.

Based on Carmichael Hill & Associates's 13F filing for Q1 2024, filed 24 Apr 2024.