Claris Advisors’s Icon ICLR Stock Holding History

Claris Advisors’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	Closed	-$287	–	565
2024 Q3	$287	Buy	+1	New	+$315	﹤0.01%	846

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Claris Advisors's ICLR Position: Q4 2024 in Review

Claris Advisors sold out of Icon (ICLR) in Q4 2024, closing a stake of 1 share — an estimated $287 sold.

Claris Advisors first reported a position in ICLR in Q3 2024 and held it in 1 quarter. The position peaked at $287 in Q3 2024. 596 funds tracked by Wall St. Rank hold ICLR as of Q4 2024.

Claris Advisors reported no remaining Icon position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 1 Icon share in Q4 2024, an estimated $287.
Claris Advisors first reported a position in Icon in Q3 2024 and held it in 1 quarter.
Claris Advisors's Icon position peaked at $287 in Q3 2024.
596 funds tracked by Wall St. Rank held Icon as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.