KFS
ICLR icon

Kelly Financial Services’s Icon ICLR Stock Holding History

Kelly Financial Services’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
Q3 		– Sell
-47
Closed -$14.8K – 388
2024
Q2 		$14.8K Hold
47
– – 0.01% 368
2024
Q1 		$15.8K Hold
47
– – 0.01% 359
2023
Q4 		$13.3K Buy
47
+4
+9% +$1.03K 0.01% 356
2023
Q3 		$10.6K Buy
43
+21
+95% +$5.29K ﹤0.01% 364
2023
Q2 		$5.5K Buy
+22
New +$4.67K ﹤0.01% 439

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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

Kelly Financial Services's ICLR Position: Q3 2024 in Review

Kelly Financial Services sold out of Icon (ICLR) in Q3 2024, closing a stake of 47 shares — an estimated $14.8K sold.

Kelly Financial Services first reported a position in ICLR in Q2 2023 and held it in 5 quarters. The position peaked at $15.8K in Q1 2024. 662 funds tracked by Wall St. Rank hold ICLR as of Q3 2024.

  • Kelly Financial Services reported no remaining Icon position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 47 Icon shares in Q3 2024, an estimated $14.8K.
  • Kelly Financial Services first reported a position in Icon in Q2 2023 and held it in 5 quarters.
  • Kelly Financial Services's Icon position peaked at $15.8K in Q1 2024.
  • 662 funds tracked by Wall St. Rank held Icon as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.