CP
ICLR icon

Castleview Partners’s Icon ICLR Stock Holding History

Castleview 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
Q3 		– Sell
-11
Closed -$3.45K – 714
2024
Q2 		$3.45K Sell
11
-37
-77% -$11.6K ﹤0.01% 668
2024
Q1 		$16.1K Sell
48
-108
-69% -$31.8K 0.01% 489
2023
Q4 		$44.2K Buy
156
+2
+1% +$518 0.03% 323
2023
Q3 		$37.9K Hold
154
– – 0.04% 302
2023
Q2 		$38.5K Buy
154
+25
+19% +$5.31K 0.03% 289
2023
Q1 		$27.6K Buy
129
+102
+378% +$22.7K 0.02% 313
2022
Q4 		$5.24K Hold
27
– – 0.01% 444
2022
Q3 		$5K Hold
27
– – ﹤0.01% 456
2022
Q2 		$5.85K Buy
+27
New +$6.05K ﹤0.01% 517
2022
Q1 		– Sell
-69,682
Closed -$225 – 848
2021
Q4 		$225 Buy
+69,682
New +$19.5M ﹤0.01% 654
2021
Q2 		$165K Buy
+798
New +$172K 0.07% 231

Other funds holding ICLR

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return