Momentum Advisors’s Icon ICLR Stock Holding History

Momentum 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
2022 Q4	$358K	Sell	1,842 -23	-1%	-$4.56K	0.36%	51
2022 Q3	$343K	Buy	+1,865	New	+$406K	0.38%	50

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

Momentum Advisors's ICLR Position: Q4 2022 in Review

Momentum Advisors reduced its Icon (ICLR) stake by 1.2% in Q4 2022, selling an estimated $4.56K and leaving 1,842 shares worth $358K. The position accounts for 0.36% of the portfolio, ranked #51.

Momentum Advisors first reported a position in ICLR in Q3 2022 and has held it in 2 quarters since. 527 funds tracked by Wall St. Rank hold ICLR as of Q4 2022.

Momentum Advisors held 1,842 shares of Icon worth $358K as of Q4 2022.
Momentum Advisors sold 23 Icon shares in Q4 2022, an estimated $4.56K.
Icon made up 0.36% of Momentum Advisors's portfolio in Q4 2022, its #51 holding.
Momentum Advisors first reported a position in Icon in Q3 2022 and has held it in 2 quarters since.
527 funds tracked by Wall St. Rank held Icon as of Q4 2022.

Based on Momentum Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.