EWM
ICLR icon

Evercore Wealth Management’s Icon ICLR Stock Holding History

Evercore Wealth Management’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
2018
Q1 		– Sell
-163
Closed -$18K – 549
2017
Q4 		$18K Hold
163
– – ﹤0.01% 741
2017
Q3 		$19K Hold
163
– – ﹤0.01% 723
2017
Q2 		$16K Sell
163
-76
-32% -$6.72K ﹤0.01% 746
2017
Q1 		$19K Buy
239
+108
+82% +$8.84K ﹤0.01% 757
2016
Q4 		$10K Hold
131
– – ﹤0.01% 824
2016
Q3 		$10K Buy
131
+32
+32% +$2.4K ﹤0.01% 868
2016
Q2 		$7K Buy
99
+76
+330% +$5.22K ﹤0.01% 883
2016
Q1 		$2K Buy
+23
New +$1.61K ﹤0.01% 909

Other funds holding ICLR

WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return