SSA
ICLR icon

Sierra Summit Advisors’s Icon ICLR Stock Holding History

Sierra Summit 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
2024
Q4 		– Sell
-34,008
Closed -$9.77M – 161
2024
Q3 		$9.77M Buy
34,008
+664
+2% +$209K 2.25% 17
2024
Q2 		$10.5M Buy
33,344
+1,443
+5% +$452K 2.59% 11
2024
Q1 		$10.7M Buy
+31,901
New +$9.4M 2.92% 8

Other funds holding ICLR

WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Sierra Summit Advisors's ICLR Position: Q4 2024 in Review

Sierra Summit Advisors sold out of Icon (ICLR) in Q4 2024, closing a stake of 34,008 shares — an estimated $9.77M sold.

Sierra Summit Advisors first reported a position in ICLR in Q1 2024 and held it in 3 quarters. The position peaked at $10.7M in Q1 2024. 595 funds tracked by Wall St. Rank hold ICLR as of Q4 2024.

  • Sierra Summit Advisors reported no remaining Icon position as of Q4 2024 after selling out during the quarter.
  • Sierra Summit Advisors sold 34,008 Icon shares in Q4 2024, an estimated $9.77M.
  • Sierra Summit Advisors first reported a position in Icon in Q1 2024 and held it in 3 quarters.
  • Sierra Summit Advisors's Icon position peaked at $10.7M in Q1 2024.
  • 595 funds tracked by Wall St. Rank held Icon as of Q4 2024.

Based on Sierra Summit Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.