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ICLR icon

Milestone Investment Advisors’s Icon ICLR Stock Holding History

Milestone Investment Advisors’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
-65
Closed -$16K – 264
2023
Q3 		$16K Buy
+65
New +$16.4K ﹤0.01% 270
2023
Q2 		– Sell
-78
Closed -$16.7K – 260
2023
Q1 		$16.7K Buy
+78
New +$17.4K 0.01% 276

Other funds holding ICLR

WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 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 $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 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 $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Milestone Investment Advisors's ICLR Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Icon (ICLR) in Q4 2023, closing a stake of 65 shares — an estimated $16K sold.

Milestone Investment Advisors first reported a position in ICLR in Q1 2023 and held it in 2 quarters. The position peaked at $16.7K in Q1 2023. 600 funds tracked by Wall St. Rank hold ICLR as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Icon position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 65 Icon shares in Q4 2023, an estimated $16K.
  • Milestone Investment Advisors first reported a position in Icon in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Icon position peaked at $16.7K in Q1 2023.
  • 600 funds tracked by Wall St. Rank held Icon as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.