HGERS
ICLR icon

Householder Group Estate & Retirement Specialist’s Icon ICLR Stock Holding History

Householder Group Estate & Retirement Specialist’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
2023
Q4 		– Sell
-34
Closed -$8.37K – 1231
2023
Q3 		$8.37K Buy
+34
New +$8.57K ﹤0.01% 832
2023
Q1 		$7K Hold
34
– – ﹤0.01% 883
2022
Q4 		$6K Sell
34
-69
-67% -$13.7K 0.01% 260
2022
Q3 		$18K Buy
+103
New +$22.4K 0.01% 598

Other funds holding ICLR

WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's ICLR Position: Q4 2023 in Review

Householder Group Estate & Retirement Specialist sold out of Icon (ICLR) in Q4 2023, closing a stake of 34 shares — an estimated $8.37K sold.

Householder Group Estate & Retirement Specialist first reported a position in ICLR in Q3 2022 and held it in 4 quarters. The position peaked at $18K in Q3 2022. 598 funds tracked by Wall St. Rank hold ICLR as of Q4 2023.

  • Householder Group Estate & Retirement Specialist reported no remaining Icon position as of Q4 2023 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 34 Icon shares in Q4 2023, an estimated $8.37K.
  • Householder Group Estate & Retirement Specialist first reported a position in Icon in Q3 2022 and held it in 4 quarters.
  • Householder Group Estate & Retirement Specialist's Icon position peaked at $18K in Q3 2022.
  • 598 funds tracked by Wall St. Rank held Icon as of Q4 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2023, filed 23 Jan 2024.