KWILP
ICLR icon

Kiwi Wealth Investments Limited Partnership’s Icon ICLR Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
Q4 		– Sell
-223,753
Closed -$55.1M – 24
2023
Q3 		$55.1M Buy
+223,753
New +$56.4M 6% 3

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 $315B AUM 27.84% 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 $113B AUM 38.87% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's ICLR Position: Q4 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of Icon (ICLR) in Q4 2023, closing a stake of 223,753 shares — an estimated $55.1M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in ICLR in Q3 2023 and held it in 1 quarter. The position peaked at $55.1M in Q3 2023. 598 funds tracked by Wall St. Rank hold ICLR as of Q4 2023.

  • Kiwi Wealth Investments Limited Partnership reported no remaining Icon position as of Q4 2023 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 223,753 Icon shares in Q4 2023, an estimated $55.1M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in Icon in Q3 2023 and held it in 1 quarter.
  • Kiwi Wealth Investments Limited Partnership's Icon position peaked at $55.1M in Q3 2023.
  • 598 funds tracked by Wall St. Rank held Icon as of Q4 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q4 2023, filed 14 Feb 2024.