LWM
ICLR icon

Lenox Wealth Management’s Icon ICLR Stock Holding History

Lenox Wealth 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
2020
Q2 		$1.58M Buy
9,364
+214
+2% +$33.7K 0.48% 39
2020
Q1 		$1.24M Sell
9,150
-314
-3% -$50.3K 0.43% 42
2019
Q4 		$1.63M Buy
9,464
+155
+2% +$23.9K 0.46% 39
2019
Q3 		$1.37M Buy
9,309
+479
+5% +$73.6K 0.4% 42
2019
Q2 		$1.36M Buy
8,830
+171
+2% +$24K 0.41% 43
2019
Q1 		$1.18M Sell
8,659
-32
-0.4% -$4.36K 0.37% 48
2018
Q4 		$1.12M Sell
8,691
-460
-5% -$63.5K 0.38% 46
2018
Q3 		$1.41M Sell
9,151
-213
-2% -$30.5K 0.42% 43
2018
Q2 		$1.24M Sell
9,364
-168
-2% -$20.9K 0.4% 56
2018
Q1 		$1.13M Sell
9,532
-500
-5% -$57.3K 0.36% 58
2017
Q4 		$1.13M Buy
10,032
+1,682
+20% +$194K 0.34% 57
2017
Q3 		$950K Buy
8,350
+1,624
+24% +$173K 0.33% 57
2017
Q2 		$658K Buy
+6,726
New +$595K 0.27% 71

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Renaissance Technologies
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ClearBridge Investments
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.59B AUM 12.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return