KFP
ICLR icon

KB Financial Partners’s Icon ICLR Stock Holding History

KB Financial Partners’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
Q3 		$630K Sell
2,559
-3
-0.1% -$756 0.18% 71
2023
Q2 		$641K Buy
2,562
+88
+4% +$18.7K 0.18% 68
2023
Q1 		$528K Buy
2,474
+360
+17% +$80.1K 0.16% 84
2022
Q4 		$411K Sell
2,114
-126
-6% -$25K 0.14% 112
2022
Q3 		$412K Buy
2,240
+456
+26% +$99.2K 0.15% 96
2022
Q2 		$387K Buy
1,784
+42
+2% +$9.42K 0.13% 94
2022
Q1 		$424K Buy
1,742
+330
+23% +$82.7K 0.12% 100
2021
Q4 		$437K Buy
1,412
+608
+76% +$170K 0.13% 92
2021
Q3 		$211K Buy
804
+141
+21% +$34.3K 0.08% 154
2021
Q2 		$137K Buy
663
+2
+0.3% +$432 0.05% 188
2021
Q1 		$130K Buy
+661
New +$130K 0.06% 190

Other funds holding ICLR

WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
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 $60.8B 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 $44.7B AUM 17.24% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

KB Financial Partners's ICLR Position: Q3 2023 in Review

KB Financial Partners reduced its Icon (ICLR) stake by 0.12% in Q3 2023, selling an estimated $756 and leaving 2,559 shares worth $630K. The position accounts for 0.18% of the portfolio, ranked #71.

KB Financial Partners first reported a position in ICLR in Q1 2021 and has held it in 11 quarters since. The position peaked at $641K in Q2 2023. 552 funds tracked by Wall St. Rank hold ICLR as of Q3 2023.

  • KB Financial Partners held 2,559 shares of Icon worth $630K as of Q3 2023.
  • KB Financial Partners sold 3 Icon shares in Q3 2023, an estimated $756.
  • Icon made up 0.18% of KB Financial Partners's portfolio in Q3 2023, its #71 holding.
  • KB Financial Partners first reported a position in Icon in Q1 2021 and has held it in 11 quarters since.
  • KB Financial Partners's Icon position peaked at $641K in Q2 2023.
  • 552 funds tracked by Wall St. Rank held Icon as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.