Oliver Lagore Vanvalin Investment Group’s Icon ICLR Stock Holding History

Oliver Lagore Vanvalin Investment 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
2025 Q2	$1.05K	Buy	+6	New	+$851	﹤0.01%	588
2024 Q4	$1.26K	Hold	6	–	–	﹤0.01%	609
2024 Q3	$1.72K	Hold	6	–	–	﹤0.01%	588
2024 Q2	$1.88K	Sell	6 -11	-65%	-$3.45K	﹤0.01%	603
2024 Q1	$5.71K	Hold	17	–	–	﹤0.01%	491
2023 Q4	$4.81K	Hold	17	–	–	﹤0.01%	530
2023 Q3	$4.19K	Buy	17 +11	+183%	+$2.77K	﹤0.01%	585
2023 Q2	$1.5K	Hold	6	–	–	﹤0.01%	671
2023 Q1	$1.28K	Hold	6	–	–	﹤0.01%	609
2022 Q4	$1.17K	Hold	6	–	–	﹤0.01%	589
2022 Q3	$1K	Buy	+6	New	+$1.31K	﹤0.01%	578

Other funds holding ICLR

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

Massachusetts Financial Services

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

Wellington Management Group

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Ninety One (UK)

Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 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

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return