SQA
ICLR icon

Simon Quick Advisors’s Icon ICLR Stock Holding History

Simon Quick 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
2021
Q3 		– Sell
-96
Closed -$19K – 432
2021
Q2 		$19K Hold
96
– – 0.01% 337
2021
Q1 		$18K Hold
96
– – 0.01% 360
2020
Q4 		$19K Buy
+96
New +$18.8K 0.01% 334

Other funds holding ICLR

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return

Simon Quick Advisors's ICLR Position: Q3 2021 in Review

Simon Quick Advisors sold out of Icon (ICLR) in Q3 2021, closing a stake of 96 shares — an estimated $19K sold.

Simon Quick Advisors first reported a position in ICLR in Q4 2020 and held it in 3 quarters. The position peaked at $19K in Q2 2021. 508 funds tracked by Wall St. Rank hold ICLR as of Q3 2021.

  • Simon Quick Advisors reported no remaining Icon position as of Q3 2021 after selling out during the quarter.
  • Simon Quick Advisors sold 96 Icon shares in Q3 2021, an estimated $19K.
  • Simon Quick Advisors first reported a position in Icon in Q4 2020 and held it in 3 quarters.
  • Simon Quick Advisors's Icon position peaked at $19K in Q2 2021.
  • 508 funds tracked by Wall St. Rank held Icon as of Q3 2021.

Based on Simon Quick Advisors's 13F filing for Q3 2021, filed 27 Oct 2021.