LVZ Inc’s Icon ICLR Stock Holding History

LVZ Inc’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
2022 Q4	–	Sell	-1,805	Closed	-$332K	–	152
2022 Q3	$332K	Sell	1,805 -2	-0.1%	-$435	0.06%	77
2022 Q2	$392K	Buy	1,807 +203	+13%	+$45.5K	0.07%	69
2022 Q1	$390K	Buy	1,604 +233	+17%	+$58.4K	0.05%	68
2021 Q4	$425K	Buy	1,371 +81	+6%	+$22.7K	0.06%	65
2021 Q3	$338K	Buy	1,290 +38	+3%	+$9.24K	0.05%	67
2021 Q2	$259K	Buy	1,252 +143	+13%	+$30.9K	0.04%	92
2021 Q1	$218K	Buy	1,109 +27	+2%	+$5.33K	0.03%	99
2020 Q4	$211K	Buy	+1,082	New	+$212K	0.04%	94

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

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Ninety One (UK)

Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return