HAG
ICLR icon

HighPoint Advisor Group’s Icon ICLR Stock Holding History

HighPoint Advisor Group’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
-2,346
Closed -$350K – 690
2025
Q1 		$350K Sell
2,346
-464
-17% -$90K 0.02% 445
2024
Q4 		$526K Sell
2,810
-164
-6% -$38.3K 0.03% 365
2024
Q3 		$655K Buy
2,974
+460
+18% +$145K 0.04% 307
2024
Q2 		$831K Sell
2,514
-33
-1% -$10.3K 0.05% 255
2024
Q1 		$788K Sell
2,547
-53
-2% -$15.6K 0.06% 259
2023
Q4 		$857K Buy
+2,600
New +$673K 0.06% 243
2020
Q4 		– Sell
-1,484
Closed -$297K – 501
2020
Q3 		$297K Buy
+1,484
New +$273K 0.05% 277
2019
Q2 		– Sell
-1,587
Closed -$218K – 498
2019
Q1 		$218K Buy
+1,587
New +$216K 0.05% 297
2018
Q4 		– Sell
-1,748
Closed -$250K – 339
2018
Q3 		$250K Buy
1,748
+331
+23% +$47.5K 0.07% 257
2018
Q2 		$203K Buy
+1,417
New +$177K 0.05% 312

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