IFAM
ICLR icon

Institutional & Family Asset Management’s Icon ICLR Stock Holding History

Institutional & Family Asset 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
2024
Q2 		$23.8K Buy
76
+14
+23% +$4.39K ﹤0.01% 322
2024
Q1 		$20.8K Buy
62
+46
+288% +$13.6K ﹤0.01% 325
2023
Q4 		$4.53K Hold
16
– – ﹤0.01% 488
2023
Q3 		$3.94K Sell
16
-3
-16% -$756 ﹤0.01% 493
2023
Q2 		$4.75K Hold
19
– – ﹤0.01% 483
2023
Q1 		$4.06K Hold
19
– – ﹤0.01% 502
2022
Q4 		$3.69K Buy
19
+3
+19% +$595 ﹤0.01% 506
2022
Q3 		$3K Hold
16
– – ﹤0.01% 551
2022
Q2 		$3K Hold
16
– – ﹤0.01% 555
2022
Q1 		$4K Buy
16
+8
+100% +$2K ﹤0.01% 581
2021
Q4 		$2K Hold
8
– – ﹤0.01% 666
2021
Q3 		$2K Sell
8
-63
-89% -$15.3K ﹤0.01% 775
2021
Q2 		$15K Sell
71
-134
-65% -$28.9K ﹤0.01% 522
2021
Q1 		$40K Buy
205
+195
+1,950% +$38.5K 0.01% 390
2020
Q4 		$2K Hold
10
– – ﹤0.01% 766
2020
Q3 		$2K Hold
10
– – ﹤0.01% 702
2020
Q2 		$2K Hold
10
– – ﹤0.01% 696
2020
Q1 		$1K Hold
10
– – ﹤0.01% 743
2019
Q4 		$2K Buy
10
+3
+43% +$463 ﹤0.01% 741
2019
Q3 		$1K Buy
+7
New +$1.07K ﹤0.01% 786

Other funds holding ICLR

WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 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 $580B AUM 38.23% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Institutional & Family Asset Management's ICLR Position: Q2 2024 in Review

Institutional & Family Asset Management increased its Icon (ICLR) stake by 23% in Q2 2024, buying an estimated $4.39K and bringing the position to 76 shares worth $23.8K. The position accounts for ﹤0.01% of the portfolio, ranked #322.

Institutional & Family Asset Management first reported a position in ICLR in Q3 2019 and has held it in 20 quarters since. The position peaked at $40K in Q1 2021. 675 funds tracked by Wall St. Rank hold ICLR as of Q2 2024.

  • Institutional & Family Asset Management held 76 shares of Icon worth $23.8K as of Q2 2024.
  • Institutional & Family Asset Management bought 14 Icon shares in Q2 2024, an estimated $4.39K.
  • Icon made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #322 holding.
  • Institutional & Family Asset Management first reported a position in Icon in Q3 2019 and has held it in 20 quarters since.
  • Institutional & Family Asset Management's Icon position peaked at $40K in Q1 2021.
  • 675 funds tracked by Wall St. Rank held Icon as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.