IMA Advisory Services’s Icon ICLR Stock Holding History

IMA Advisory Services’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	-39	Closed	-$9.6K	–	159
2023 Q3	$9.6K	Hold	39	–	–	﹤0.01%	245
2023 Q2	$9.76K	Hold	39	–	–	﹤0.01%	250
2023 Q1	$8.33K	Hold	39	–	–	﹤0.01%	248
2022 Q4	$7.58K	Hold	39	–	–	﹤0.01%	271
2022 Q3	$7K	Hold	39	–	–	﹤0.01%	266
2022 Q2	$8K	Hold	39	–	–	﹤0.01%	266
2022 Q1	$9K	Hold	39	–	–	﹤0.01%	247
2021 Q4	$12K	Hold	39	–	–	﹤0.01%	242
2021 Q3	$10K	Hold	39	–	–	﹤0.01%	235
2021 Q2	$8K	Hold	39	–	–	﹤0.01%	239
2021 Q1	$8K	Hold	39	–	–	﹤0.01%	244
2020 Q4	$8K	Hold	39	–	–	﹤0.01%	230
2020 Q3	$7K	Hold	39	–	–	﹤0.01%	222
2020 Q2	$7K	Hold	39	–	–	﹤0.01%	216
2020 Q1	$5K	Hold	39	–	–	﹤0.01%	223
2019 Q4	$7K	Hold	39	–	–	﹤0.01%	232
2019 Q3	$6K	Hold	39	–	–	﹤0.01%	235
2019 Q2	$6K	Hold	39	–	–	﹤0.01%	226
2019 Q1	$5K	Hold	39	–	–	﹤0.01%	237
2018 Q4	$5K	Hold	39	–	–	﹤0.01%	247
2018 Q3	$6K	Hold	39	–	–	﹤0.01%	246
2018 Q2	$5K	Buy	+39	New	+$4.86K	﹤0.01%	313

Other funds holding ICLR

WCM Investment Management

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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

Fidelity Investments

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

Lazard Asset Management

Lazard Asset Management New York $60.7B 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 $43.1B AUM 23.42% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return