WQ
ICLR icon

Wealth Quarterback’s Icon ICLR Stock Holding History

Wealth Quarterback’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 		$22K Hold
81
– – 0.01% 350
2021
Q2 		$17K Buy
+81
New +$17.5K 0.01% 376
2020
Q2 		– Sell
-81
Closed -$11K – 405
2020
Q1 		$11K Hold
81
– – 0.01% 451
2019
Q4 		$14K Buy
+81
New +$12.5K 0.01% 449

Other funds holding ICLR

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
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
CGI
Comgest Global Investors Paris, France $4.59B AUM 12.96% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return

Wealth Quarterback's ICLR Position: Q3 2021 in Review

Wealth Quarterback held its Icon (ICLR) position steady in Q3 2021 at 81 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #350.

Wealth Quarterback first reported a position in ICLR in Q4 2019 and has held it in 4 quarters since. 508 funds tracked by Wall St. Rank hold ICLR as of Q3 2021.

  • Wealth Quarterback held 81 shares of Icon worth $22K as of Q3 2021.
  • Wealth Quarterback left its Icon share count unchanged in Q3 2021.
  • Icon made up 0.01% of Wealth Quarterback's portfolio in Q3 2021, its #350 holding.
  • Wealth Quarterback first reported a position in Icon in Q4 2019 and has held it in 4 quarters since.
  • 508 funds tracked by Wall St. Rank held Icon as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.