Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SPC
Sigma Planning Corp’s
Icon
ICLR
Stock Holding History
Sigma Planning Corp’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
-852
Closed
-$245K
–
1211
2024
Q3
$245K
Sell
852
-63
-7%
-$19.9K
0.01%
1038
2024
Q2
$287K
Sell
915
-8
-0.9%
-$2.51K
0.01%
945
2024
Q1
$310K
Buy
+923
New
+$272K
0.01%
947
2023
Q4
–
Sell
-919
Closed
-$226K
–
1007
2023
Q3
$226K
Sell
919
-50
-5%
-$12.6K
0.01%
1039
2023
Q2
$243K
Hold
969
–
–
0.01%
1017
2023
Q1
$207K
Buy
+969
New
+$216K
0.01%
1164
2022
Q4
–
Sell
-1,601
Closed
-$294K
–
1303
2022
Q3
$294K
Sell
1,601
-58
-3%
-$12.6K
0.01%
957
2022
Q2
$360K
Hold
1,659
–
–
0.01%
898
2022
Q1
$404K
Sell
1,659
-13
-0.8%
-$3.26K
0.01%
929
2021
Q4
$518K
Buy
1,672
+34
+2%
+$9.51K
0.01%
838
2021
Q3
$429K
Sell
1,638
-17
-1%
-$4.13K
0.01%
883
2021
Q2
$342K
Buy
1,655
+9
+0.5%
+$1.94K
0.01%
1013
2021
Q1
$323K
Sell
1,646
-55
-3%
-$10.9K
0.01%
946
2020
Q4
$332K
Buy
1,701
+62
+4%
+$12.1K
0.01%
851
2020
Q3
$313K
Buy
1,639
+18
+1%
+$3.31K
0.01%
781
2020
Q2
$273K
Buy
+1,621
New
+$255K
0.01%
808
2015
Q2
–
Sell
-5,325
Closed
-$376K
–
736
2015
Q1
$376K
Buy
5,325
+355
+7%
+$22K
0.05%
451
2014
Q4
$253K
Buy
+4,970
New
+$268K
0.03%
565
Other funds holding ICLR
WCM Investment Management
Laguna Beach, California
$43.8B AUM
42.28%
1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
Ninety One (UK)
London, United Kingdom
$43.1B AUM
23.42%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
Franklin Resources
San Mateo, California
$408B AUM
30.18%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
ClearBridge Investments
New York
$115B AUM
24.78%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
Lazard Asset Management
New York
$60.7B AUM
22.47%
1-Year Est. Return
AllianceBernstein
Nashville, Tennessee
$309B AUM
23.92%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close