JCM
ICLR icon

Jacobsen Capital Management’s Icon ICLR Stock Holding History

Jacobsen 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
2023
Q1 		– Sell
-5,541
Closed -$1.08M – 77
2022
Q4 		$1.08M Buy
+5,541
New +$1.1M 0.57% 34

Other funds holding ICLR

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WCM Investment Management
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Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Jacobsen Capital Management's ICLR Position: Q1 2023 in Review

Jacobsen Capital Management sold out of Icon (ICLR) in Q1 2023, closing a stake of 5,541 shares — an estimated $1.08M sold.

Jacobsen Capital Management first reported a position in ICLR in Q4 2022 and held it in 1 quarter. The position peaked at $1.08M in Q4 2022. 533 funds tracked by Wall St. Rank hold ICLR as of Q1 2023.

  • Jacobsen Capital Management reported no remaining Icon position as of Q1 2023 after selling out during the quarter.
  • Jacobsen Capital Management sold 5,541 Icon shares in Q1 2023, an estimated $1.08M.
  • Jacobsen Capital Management first reported a position in Icon in Q4 2022 and held it in 1 quarter.
  • Jacobsen Capital Management's Icon position peaked at $1.08M in Q4 2022.
  • 533 funds tracked by Wall St. Rank held Icon as of Q1 2023.

Based on Jacobsen Capital Management's 13F filing for Q1 2023, filed 2 May 2023.