Sage Mountain Advisors’s Icon ICLR Stock Holding History

Sage Mountain 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
2023 Q3	–	Sell	-834	Closed	-$209K	–	373
2023 Q2	$209K	Buy	+834	New	+$177K	0.03%	240

Other funds holding ICLR

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

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

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

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

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

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

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sage Mountain Advisors's ICLR Position: Q3 2023 in Review

Sage Mountain Advisors sold out of Icon (ICLR) in Q3 2023, closing a stake of 834 shares — an estimated $209K sold.

Sage Mountain Advisors first reported a position in ICLR in Q2 2023 and held it in 1 quarter. The position peaked at $209K in Q2 2023. 553 funds tracked by Wall St. Rank hold ICLR as of Q3 2023.

Sage Mountain Advisors reported no remaining Icon position as of Q3 2023 after selling out during the quarter.
Sage Mountain Advisors sold 834 Icon shares in Q3 2023, an estimated $209K.
Sage Mountain Advisors first reported a position in Icon in Q2 2023 and held it in 1 quarter.
Sage Mountain Advisors's Icon position peaked at $209K in Q2 2023.
553 funds tracked by Wall St. Rank held Icon as of Q3 2023.

Based on Sage Mountain Advisors's 13F filing for Q3 2023, filed 25 Oct 2023.