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ICLR icon

Veritable’s Icon ICLR Stock Holding History

Veritable’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
-1,475
Closed -$369K – 372
2023
Q2 		$369K Buy
1,475
+45
+3% +$9.55K 0.01% 633
2023
Q1 		$305K Buy
1,430
+301
+27% +$67K 0.01% 683
2022
Q4 		$219K Sell
1,129
-91
-7% -$18K ﹤0.01% 774
2022
Q3 		$224K Sell
1,220
-13
-1% -$2.83K ﹤0.01% 720
2022
Q2 		$267K Buy
1,233
+87
+8% +$19.5K ﹤0.01% 720
2022
Q1 		$279K Buy
1,146
+324
+39% +$81.2K ﹤0.01% 744
2021
Q4 		$255K Buy
822
+2
+0.2% +$560 ﹤0.01% 778
2021
Q3 		$215K Buy
+820
New +$199K ﹤0.01% 817

Other funds holding ICLR

WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
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 $60.7B 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 $43.1B AUM 23.42% 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