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Cumberland Partners’s Icon ICLR Stock Holding History

Cumberland 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
2025
Q1 		– Sell
-10,470
Closed -$2.2M – 182
2024
Q4 		$2.2M Sell
10,470
-14,025
-57% -$3.28M 0.15% 96
2024
Q3 		$7.04M Buy
24,495
+7,505
+44% +$2.37M 0.49% 44
2024
Q2 		$5.33M Buy
16,990
+7,705
+83% +$2.41M 0.39% 55
2024
Q1 		$3.12M Buy
9,285
+4,035
+77% +$1.19M 0.23% 76
2023
Q4 		$1.49M Sell
5,250
-250
-5% -$64.7K 0.14% 105
2023
Q3 		$1.35M Buy
5,500
+1,000
+22% +$252K 0.13% 107
2023
Q2 		$1.13M Buy
4,500
+250
+6% +$53.1K 0.1% 114
2023
Q1 		$908K Buy
+4,250
New +$946K 0.09% 109
2022
Q3 		– Sell
-4,000
Closed -$867K – 159
2022
Q2 		$867K Buy
+4,000
New +$897K 0.08% 115

Other funds holding ICLR

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Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return