LWM
ICLR icon

Liberty Wealth Management’s Icon ICLR Stock Holding History

Liberty 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
2021
Q4 		– Sell
-119
Closed -$32K – 591
2021
Q3 		$32K Buy
119
+95
+396% +$23.1K 0.01% 523
2021
Q2 		$5K Buy
24
+4
+20% +$863 ﹤0.01% 786
2021
Q1 		$4K Hold
20
– – ﹤0.01% 729
2020
Q4 		$4K Buy
20
+4
+25% +$782 ﹤0.01% 725
2020
Q3 		$3K Sell
16
-6
-27% -$1.1K ﹤0.01% 710
2020
Q2 		$4K Sell
22
-4
-15% -$630 ﹤0.01% 647
2020
Q1 		$4K Hold
26
– – ﹤0.01% 622
2019
Q4 		$4K Hold
26
– – ﹤0.01% 694
2019
Q3 		$4K Hold
26
– – ﹤0.01% 669
2019
Q2 		$4K Hold
26
– – ﹤0.01% 692
2019
Q1 		$3K Buy
26
+3
+13% +$409 ﹤0.01% 590
2018
Q4 		$2K Buy
+23
New +$3.18K ﹤0.01% 673

Other funds holding ICLR

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.59B AUM 12.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return