MilWealth Group’s Icon ICLR Stock Holding History

MilWealth Group’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	-3	Closed	-$787	–	170
2021 Q3	$787	Buy	+3	New	+$729	﹤0.01%	167

Other funds holding ICLR

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

MilWealth Group's ICLR Position: Q4 2021 in Review

MilWealth Group sold out of Icon (ICLR) in Q4 2021, closing a stake of 3 shares — an estimated $787 sold.

MilWealth Group first reported a position in ICLR in Q3 2021 and held it in 1 quarter. The position peaked at $787 in Q3 2021. 545 funds tracked by Wall St. Rank hold ICLR as of Q4 2021.

MilWealth Group reported no remaining Icon position as of Q4 2021 after selling out during the quarter.
MilWealth Group sold 3 Icon shares in Q4 2021, an estimated $787.
MilWealth Group first reported a position in Icon in Q3 2021 and held it in 1 quarter.
MilWealth Group's Icon position peaked at $787 in Q3 2021.
545 funds tracked by Wall St. Rank held Icon as of Q4 2021.

Based on MilWealth Group's 13F filing for Q4 2021, filed 9 May 2023.