HC Financial Advisors’s Icon ICLR Stock Holding History

HC Financial 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
2022 Q2	$22K	Hold	100	–	–	0.01%	185
2022 Q1	$24K	Hold	100	–	–	0.01%	182
2021 Q4	$31K	Hold	100	–	–	0.02%	174
2021 Q3	$26K	Hold	100	–	–	0.02%	173
2021 Q2	$21K	Hold	100	–	–	0.01%	189
2021 Q1	$20K	Sell	100 -100	-50%	-$19.7K	0.01%	193
2020 Q4	$39K	Hold	200	–	–	0.03%	156
2020 Q3	$38K	Hold	200	–	–	0.03%	136
2020 Q2	$34K	Hold	200	–	–	0.03%	133
2020 Q1	$27K	Buy	+200	New	+$32K	0.02%	149

Other funds holding ICLR

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

HC Financial Advisors's ICLR Position: Q2 2022 in Review

HC Financial Advisors held its Icon (ICLR) position steady in Q2 2022 at 100 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #185.

HC Financial Advisors first reported a position in ICLR in Q1 2020 and has held it in 10 quarters since. The position peaked at $39K in Q4 2020. 505 funds tracked by Wall St. Rank hold ICLR as of Q2 2022.

HC Financial Advisors held 100 shares of Icon worth $22K as of Q2 2022.
HC Financial Advisors left its Icon share count unchanged in Q2 2022.
Icon made up 0.01% of HC Financial Advisors's portfolio in Q2 2022, its #185 holding.
HC Financial Advisors first reported a position in Icon in Q1 2020 and has held it in 10 quarters since.
HC Financial Advisors's Icon position peaked at $39K in Q4 2020.
505 funds tracked by Wall St. Rank held Icon as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.