MinichMacGregor Wealth Management’s Icon ICLR Stock Holding History

MinichMacGregor 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
2023 Q1	–	Sell	-69	Closed	-$13.4K	–	331
2022 Q4	$13.4K	Buy	+69	New	+$13.7K	﹤0.01%	380
2018 Q4	–	Sell	-98	Closed	-$14K	–	273
2018 Q3	$14K	Sell	98 -3	-3%	-$430	0.01%	271
2018 Q2	$13K	Hold	101	–	–	0.01%	270
2018 Q1	$11K	Sell	101 -4	-4%	-$459	0.01%	295
2017 Q4	$11K	Hold	105	–	–	0.01%	288
2017 Q3	$11K	Buy	105 +16	+18%	+$1.7K	0.01%	267
2017 Q2	$8K	Sell	89 -30	-25%	-$2.65K	0.01%	300
2017 Q1	$9K	Buy	119 +32	+37%	+$2.62K	0.01%	288
2016 Q4	$6K	Buy	+87	New	+$6.76K	0.01%	324

Other funds holding ICLR

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

MinichMacGregor Wealth Management's ICLR Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Icon (ICLR) in Q1 2023, closing a stake of 69 shares — an estimated $13.4K sold.

MinichMacGregor Wealth Management first reported a position in ICLR in Q4 2016 and held it in 9 quarters. The position peaked at $14K in Q3 2018. 533 funds tracked by Wall St. Rank hold ICLR as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Icon position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 69 Icon shares in Q1 2023, an estimated $13.4K.
MinichMacGregor Wealth Management first reported a position in Icon in Q4 2016 and held it in 9 quarters.
MinichMacGregor Wealth Management's Icon position peaked at $14K in Q3 2018.
533 funds tracked by Wall St. Rank held Icon as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.