SSB
ICLR icon

Sandy Spring Bank’s Icon ICLR Stock Holding History

Sandy Spring Bank’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
-23
Closed -$5.75K – 1223
2023
Q2 		$5.75K Buy
+23
New +$4.88K ﹤0.01% 938
2017
Q1 		– Sell
-200
Closed -$15K – 850
2016
Q4 		$15K Sell
200
-33
-14% -$2.56K ﹤0.01% 604
2016
Q3 		$18K Hold
233
– – ﹤0.01% 565
2016
Q2 		$16K Hold
233
– – ﹤0.01% 586
2016
Q1 		$17K Hold
233
– – ﹤0.01% 592
2015
Q4 		$18K Hold
233
– – ﹤0.01% 571
2015
Q3 		$17K Hold
233
– – ﹤0.01% 583
2015
Q2 		$16K Buy
+233
New +$15.7K ﹤0.01% 618

Other funds holding ICLR

WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return