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ICLR icon

Tilia Fiduciary Partners’s Icon ICLR Stock Holding History

Tilia Fiduciary Partners’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
2023
Q3 		– Sell
-16
Closed -$4K – 258
2023
Q2 		$4K Hold
16
– – ﹤0.01% 453
2023
Q1 		$3.42K Hold
16
– – ﹤0.01% 449
2022
Q4 		$3.11K Hold
16
– – ﹤0.01% 443
2022
Q3 		$3K Hold
16
– – ﹤0.01% 457
2022
Q2 		$3K Hold
16
– – ﹤0.01% 472
2022
Q1 		$4K Hold
16
– – ﹤0.01% 479
2021
Q4 		$5K Buy
+16
New +$4.48K ﹤0.01% 473

Other funds holding ICLR

WCM Investment Management
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Tilia Fiduciary Partners's ICLR Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Icon (ICLR) in Q3 2023, closing a stake of 16 shares — an estimated $4K sold.

Tilia Fiduciary Partners first reported a position in ICLR in Q4 2021 and held it in 7 quarters. The position peaked at $5K in Q4 2021. 552 funds tracked by Wall St. Rank hold ICLR as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining Icon position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 16 Icon shares in Q3 2023, an estimated $4K.
  • Tilia Fiduciary Partners first reported a position in Icon in Q4 2021 and held it in 7 quarters.
  • Tilia Fiduciary Partners's Icon position peaked at $5K in Q4 2021.
  • 552 funds tracked by Wall St. Rank held Icon as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.