HWM
ICLR icon

Hohimer Wealth Management’s Icon ICLR Stock Holding History

Hohimer 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
2020
Q3 		– Sell
-5,363
Closed -$903K – 191
2020
Q2 		$903K Hold
5,363
– – 0.31% 109
2020
Q1 		$810K Buy
5,363
+11
+0.2% +$1.76K 0.34% 111
2019
Q4 		$922K Buy
+5,352
New +$825K 0.32% 124

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.59B AUM 12.96% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Hohimer Wealth Management's ICLR Position: Q3 2020 in Review

Hohimer Wealth Management sold out of Icon (ICLR) in Q3 2020, closing a stake of 5,363 shares — an estimated $903K sold.

Hohimer Wealth Management first reported a position in ICLR in Q4 2019 and held it in 3 quarters. The position peaked at $922K in Q4 2019. 388 funds tracked by Wall St. Rank hold ICLR as of Q3 2020.

  • Hohimer Wealth Management reported no remaining Icon position as of Q3 2020 after selling out during the quarter.
  • Hohimer Wealth Management sold 5,363 Icon shares in Q3 2020, an estimated $903K.
  • Hohimer Wealth Management first reported a position in Icon in Q4 2019 and held it in 3 quarters.
  • Hohimer Wealth Management's Icon position peaked at $922K in Q4 2019.
  • 388 funds tracked by Wall St. Rank held Icon as of Q3 2020.

Based on Hohimer Wealth Management's 13F filing for Q3 2020, filed 13 Nov 2020.