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Schechter Investment Advisors’s Icon ICLR Stock Holding History

Schechter Investment 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
2025
Q1 		– Sell
-1,593
Closed -$334K – 659
2024
Q4 		$334K Sell
1,593
-1,434
-47% -$335K 0.03% 464
2024
Q3 		$870K Sell
3,027
-984
-25% -$310K 0.06% 277
2024
Q2 		$1.26M Buy
4,011
+41
+1% +$12.8K 0.09% 191
2024
Q1 		$1.33M Sell
3,970
-78
-2% -$23K 0.1% 191
2023
Q4 		$1.15M Sell
4,048
-440
-10% -$114K 0.1% 205
2023
Q3 		$1.11M Buy
4,488
+22
+0.5% +$5.54K 0.11% 204
2023
Q2 		$1.12M Buy
4,466
+196
+5% +$41.6K 0.1% 223
2023
Q1 		$912K Buy
4,270
+419
+11% +$93.3K 0.08% 276
2022
Q4 		$748K Buy
3,851
+1,795
+87% +$356K 0.07% 380
2022
Q3 		$378K Sell
2,056
-1,449
-41% -$315K 0.04% 605
2022
Q2 		$759K Buy
3,505
+1,854
+112% +$416K 0.07% 377
2022
Q1 		$402K Buy
1,651
+512
+45% +$128K 0.04% 598
2021
Q4 		$353K Buy
+1,139
New +$319K 0.03% 624

Other funds holding ICLR

WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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

Schechter Investment Advisors's ICLR Position: Q1 2025 in Review

Schechter Investment Advisors sold out of Icon (ICLR) in Q1 2025, closing a stake of 1,593 shares — an estimated $334K sold.

Schechter Investment Advisors first reported a position in ICLR in Q4 2021 and held it in 13 quarters. The position peaked at $1.33M in Q1 2024. 560 funds tracked by Wall St. Rank hold ICLR as of Q1 2025.

  • Schechter Investment Advisors reported no remaining Icon position as of Q1 2025 after selling out during the quarter.
  • Schechter Investment Advisors sold 1,593 Icon shares in Q1 2025, an estimated $334K.
  • Schechter Investment Advisors first reported a position in Icon in Q4 2021 and held it in 13 quarters.
  • Schechter Investment Advisors's Icon position peaked at $1.33M in Q1 2024.
  • 560 funds tracked by Wall St. Rank held Icon as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.