CPIG
ICLR icon

Chicago Partners Investment Group’s Icon ICLR Stock Holding History

Chicago Partners Investment Group’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
-1,390
Closed -$390K – 864
2024
Q3 		$390K Sell
1,390
-130
-9% -$41K 0.01% 550
2024
Q2 		$502K Sell
1,520
-282
-16% -$88.4K 0.02% 464
2024
Q1 		$552K Sell
1,802
-739
-29% -$218K 0.02% 419
2023
Q4 		$670K Sell
2,541
-308
-11% -$79.7K 0.03% 360
2023
Q3 		$635K Sell
2,849
-337
-11% -$84.9K 0.03% 352
2023
Q2 		$801K Sell
3,186
-432
-12% -$91.7K 0.04% 327
2023
Q1 		$747K Buy
+3,618
New +$805K 0.04% 306
2018
Q4 		– Sell
-150
Closed -$20K – 601
2018
Q3 		$20K Hold
150
– – ﹤0.01% 686
2018
Q2 		$20K Hold
150
– – ﹤0.01% 663
2018
Q1 		$18K Hold
150
– – ﹤0.01% 661
2017
Q4 		$17K Hold
150
– – ﹤0.01% 649
2017
Q3 		$17K Sell
150
-150
-50% -$15.9K ﹤0.01% 663
2017
Q2 		$26K Buy
+300
New +$26.5K 0.01% 481

Other funds holding ICLR

WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return