Gradient Investments’s Icon ICLR Stock Holding History

Gradient Investments’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
2022 Q4	–	Sell	-23	Closed	-$4K	–	1566
2022 Q3	$4K	Buy	+23	New	+$5.01K	﹤0.01%	996
2020 Q2	–	Sell	-2	Closed	–	–	1109
2020 Q1	$0	Buy	+2	New	+$320	﹤0.01%	1151
2019 Q1	–	Sell	-44	Closed	-$6K	–	920
2018 Q4	$6K	Buy	+44	New	+$6.08K	﹤0.01%	675
2015 Q3	–	Sell	-150	Closed	-$10K	–	643
2015 Q2	$10K	Buy	+150	New	+$10.1K	﹤0.01%	390

Other funds holding ICLR

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

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

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

Gradient Investments's ICLR Position: Q4 2022 in Review

Gradient Investments sold out of Icon (ICLR) in Q4 2022, closing a stake of 23 shares — an estimated $4K sold.

Gradient Investments first reported a position in ICLR in Q2 2015 and held it in 4 quarters. The position peaked at $10K in Q2 2015. 527 funds tracked by Wall St. Rank hold ICLR as of Q4 2022.

Gradient Investments reported no remaining Icon position as of Q4 2022 after selling out during the quarter.
Gradient Investments sold 23 Icon shares in Q4 2022, an estimated $4K.
Gradient Investments first reported a position in Icon in Q2 2015 and held it in 4 quarters.
Gradient Investments's Icon position peaked at $10K in Q2 2015.
527 funds tracked by Wall St. Rank held Icon as of Q4 2022.

Based on Gradient Investments's 13F filing for Q4 2022, filed 10 Jan 2023.