IHL
ICLR icon

Investment House LLC’s Icon ICLR Stock Holding History

Investment House LLC’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
Q4 		– Sell
-855
Closed -$246K – 206
2024
Q3 		$246K Hold
855
– – 0.01% 197
2024
Q2 		$268K Hold
855
– – 0.02% 188
2024
Q1 		$287K Hold
855
– – 0.02% 190
2023
Q4 		$242K Hold
855
– – 0.02% 182
2023
Q3 		$211K Hold
855
– – 0.02% 176
2023
Q2 		$214K Buy
+855
New +$182K 0.02% 180
2023
Q1 		– Sell
-1,030
Closed -$200K – 183
2022
Q4 		$200K Buy
+1,030
New +$204K 0.02% 165
2022
Q1 		– Sell
-915
Closed -$283K – 176
2021
Q4 		$283K Buy
915
+50
+6% +$14K 0.02% 164
2021
Q3 		$227K Buy
+865
New +$210K 0.02% 176

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Investment House LLC's ICLR Position: Q4 2024 in Review

Investment House LLC sold out of Icon (ICLR) in Q4 2024, closing a stake of 855 shares — an estimated $246K sold.

Investment House LLC first reported a position in ICLR in Q3 2021 and held it in 9 quarters. The position peaked at $287K in Q1 2024. 596 funds tracked by Wall St. Rank hold ICLR as of Q4 2024.

  • Investment House LLC reported no remaining Icon position as of Q4 2024 after selling out during the quarter.
  • Investment House LLC sold 855 Icon shares in Q4 2024, an estimated $246K.
  • Investment House LLC first reported a position in Icon in Q3 2021 and held it in 9 quarters.
  • Investment House LLC's Icon position peaked at $287K in Q1 2024.
  • 596 funds tracked by Wall St. Rank held Icon as of Q4 2024.

Based on Investment House LLC's 13F filing for Q4 2024, filed 11 Feb 2025.