EI
ICLR icon

Ethic Inc’s Icon ICLR Stock Holding History

Ethic Inc’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
Q2 		– Sell
-1,442
Closed -$240K – 1259
2025
Q1 		$240K Buy
1,442
+61
+4% +$11.8K ﹤0.01% 1013
2024
Q4 		$290K Sell
1,381
-4,319
-76% -$1.01M 0.01% 954
2024
Q3 		$1.91M Sell
5,700
-485
-8% -$153K 0.05% 403
2024
Q2 		$1.94M Buy
6,185
+485
+9% +$152K 0.05% 397
2024
Q1 		$1.91M Buy
5,700
+1,336
+31% +$394K 0.05% 404
2023
Q4 		$1.24M Buy
4,364
+1,336
+44% +$346K 0.04% 477
2023
Q3 		$746K Buy
+3,028
New +$763K 0.03% 558
2022
Q4 		– Sell
-1,271
Closed -$234K – 918
2022
Q3 		$234K Sell
1,271
-354
-22% -$77K 0.02% 712
2022
Q2 		$352K Sell
1,625
-630
-28% -$141K 0.02% 580
2022
Q1 		$548K Buy
2,255
+439
+24% +$110K 0.04% 439
2021
Q4 		$562K Buy
1,816
+32
+2% +$8.95K 0.04% 380
2021
Q3 		$467K Buy
+1,784
New +$434K 0.05% 379

Other funds holding ICLR

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 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
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return