MWM
ICLR icon

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 – 274
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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return