JCM
ICLR icon

Jacobi Capital Management’s Icon ICLR Stock Holding History

Jacobi Capital 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
2021
Q4 		– Sell
-12
Closed -$3K – 816
2021
Q3 		$3K Hold
12
– – ﹤0.01% 1269
2021
Q2 		$2K Hold
12
– – ﹤0.01% 1265
2021
Q1 		$2K Hold
12
– – ﹤0.01% 1239
2020
Q4 		$2K Hold
12
– – ﹤0.01% 1159
2020
Q3 		$2K Hold
12
– – ﹤0.01% 1098
2020
Q2 		$2K Hold
12
– – ﹤0.01% 1047
2020
Q1 		$2K Buy
+12
New +$1.92K ﹤0.01% 960

Other funds holding ICLR

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Wellington Management Group
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ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Jacobi Capital Management's ICLR Position: Q4 2021 in Review

Jacobi Capital Management sold out of Icon (ICLR) in Q4 2021, closing a stake of 12 shares — an estimated $3K sold.

Jacobi Capital Management first reported a position in ICLR in Q1 2020 and held it in 7 quarters. The position peaked at $3K in Q3 2021. 544 funds tracked by Wall St. Rank hold ICLR as of Q4 2021.

  • Jacobi Capital Management reported no remaining Icon position as of Q4 2021 after selling out during the quarter.
  • Jacobi Capital Management sold 12 Icon shares in Q4 2021, an estimated $3K.
  • Jacobi Capital Management first reported a position in Icon in Q1 2020 and held it in 7 quarters.
  • Jacobi Capital Management's Icon position peaked at $3K in Q3 2021.
  • 544 funds tracked by Wall St. Rank held Icon as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.