MAM
ICLR icon

Montanaro Asset Management’s Icon ICLR Stock Holding History

Montanaro Asset 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
2025
Q1 		– Sell
-31,700
Closed -$6.65M – 48
2024
Q4 		$6.65M Sell
31,700
-42,650
-57% -$9.96M 1.37% 33
2024
Q3 		$21.4M Buy
74,350
+4,725
+7% +$1.49M 3.81% 9
2024
Q2 		$21.8M Sell
69,625
-5,000
-7% -$1.57M 4.07% 8
2024
Q1 		$25.1M Sell
74,625
-41,575
-36% -$12.3M 4.53% 5
2023
Q4 		$32.9M Sell
116,200
-32,100
-22% -$8.31M 6.19% 2
2023
Q3 		$36.5M Sell
148,300
-20,600
-12% -$5.19M 6.42% 1
2023
Q2 		$42.3M Sell
168,900
-10,500
-6% -$2.23M 6.68% 1
2023
Q1 		$38.3M Buy
179,400
+500
+0.3% +$111K 5.95% 2
2022
Q4 		$34.8M Sell
178,900
-4,500
-2% -$892K 5.66% 2
2022
Q3 		$33.7M Sell
183,400
-20,000
-10% -$4.35M 5.16% 1
2022
Q2 		$44.1M Buy
203,400
+500
+0.2% +$112K 6.63% 1
2022
Q1 		$49.3M Sell
202,900
-19,500
-9% -$4.89M 6.08% 2
2021
Q4 		$68.9M Buy
222,400
+7,500
+3% +$2.1M 6.95% 2
2021
Q3 		$56.3M Sell
214,900
-23,000
-10% -$5.59M 6.79% 1
2021
Q2 		$49.2M Buy
237,900
+1,250
+0.5% +$270K 6.19% 2
2021
Q1 		$46.5M Buy
236,650
+55,100
+30% +$10.9M 6.84% 2
2020
Q4 		$35.4M Buy
+181,550
New +$35.5M 5.97% 3

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Invesco
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Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return