West Oak Capital’s Icon ICLR Stock Holding History

West Oak Capital’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 Q4	–	Sell	-30	Closed	-$8K	–	371
2021 Q3	$8K	Buy	+30	New	+$7.29K	﹤0.01%	290

Other funds holding ICLR

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

CGI

Comgest Global Investors Paris, France $4.59B AUM 12.96% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

West Oak Capital's ICLR Position: Q4 2021 in Review

West Oak Capital sold out of Icon (ICLR) in Q4 2021, closing a stake of 30 shares — an estimated $8K sold.

West Oak Capital first reported a position in ICLR in Q3 2021 and held it in 1 quarter. The position peaked at $8K in Q3 2021. 545 funds tracked by Wall St. Rank hold ICLR as of Q4 2021.

West Oak Capital reported no remaining Icon position as of Q4 2021 after selling out during the quarter.
West Oak Capital sold 30 Icon shares in Q4 2021, an estimated $8K.
West Oak Capital first reported a position in Icon in Q3 2021 and held it in 1 quarter.
West Oak Capital's Icon position peaked at $8K in Q3 2021.
545 funds tracked by Wall St. Rank held Icon as of Q4 2021.

Based on West Oak Capital's 13F filing for Q4 2021, filed 12 Jan 2022.