SMFS
ICLR icon

Squar Milner Financial Services’s Icon ICLR Stock Holding History

Squar Milner Financial Services’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
2020
Q2 		– Sell
-296
Closed -$40K – 435
2020
Q1 		$40K Buy
296
+28
+10% +$4.48K 0.02% 383
2019
Q4 		$46K Buy
+268
New +$41.3K 0.02% 416
2019
Q3 		– Sell
-45
Closed -$7K – 438
2019
Q2 		$7K Sell
45
-16
-26% -$2.24K ﹤0.01% 553
2019
Q1 		$8K Hold
61
– – 0.01% 565
2018
Q4 		$8K Hold
61
– – 0.01% 503
2018
Q3 		$9K Buy
+61
New +$8.75K 0.01% 519

Other funds holding ICLR

WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Squar Milner Financial Services's ICLR Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Icon (ICLR) in Q2 2020, closing a stake of 296 shares — an estimated $40K sold.

Squar Milner Financial Services first reported a position in ICLR in Q3 2018 and held it in 6 quarters. The position peaked at $46K in Q4 2019. 380 funds tracked by Wall St. Rank hold ICLR as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Icon position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 296 Icon shares in Q2 2020, an estimated $40K.
  • Squar Milner Financial Services first reported a position in Icon in Q3 2018 and held it in 6 quarters.
  • Squar Milner Financial Services's Icon position peaked at $46K in Q4 2019.
  • 380 funds tracked by Wall St. Rank held Icon as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.