LJAC
ICLR icon

L.J. Altfest & Co’s Icon ICLR Stock Holding History

L.J. Altfest & Co’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
2025
Q1 		– Sell
-2,058
Closed -$591 – 342
2024
Q4 		$591 Hold
2,058
– – ﹤0.01% 325
2024
Q3 		$591K Buy
2,058
+579
+39% +$183K 0.08% 190
2024
Q2 		$464K Buy
1,479
+325
+28% +$102K 0.06% 207
2024
Q1 		$388K Buy
1,154
+154
+15% +$45.4K 0.05% 221
2023
Q4 		$283K Sell
1,000
-233
-19% -$60.3K 0.04% 259
2023
Q3 		$304K Sell
1,233
-23
-2% -$5.8K 0.05% 237
2023
Q2 		$314K Buy
+1,256
New +$267K 0.05% 232

Other funds holding ICLR

WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

L.J. Altfest & Co's ICLR Position: Q1 2025 in Review

L.J. Altfest & Co sold out of Icon (ICLR) in Q1 2025, closing a stake of 2,058 shares — an estimated $591 sold.

L.J. Altfest & Co first reported a position in ICLR in Q2 2023 and held it in 7 quarters. The position peaked at $591K in Q3 2024. 561 funds tracked by Wall St. Rank hold ICLR as of Q1 2025.

  • L.J. Altfest & Co reported no remaining Icon position as of Q1 2025 after selling out during the quarter.
  • L.J. Altfest & Co sold 2,058 Icon shares in Q1 2025, an estimated $591.
  • L.J. Altfest & Co first reported a position in Icon in Q2 2023 and held it in 7 quarters.
  • L.J. Altfest & Co's Icon position peaked at $591K in Q3 2024.
  • 561 funds tracked by Wall St. Rank held Icon as of Q1 2025.

Based on L.J. Altfest & Co's 13F filing for Q1 2025, filed 9 May 2025.