ZCA
ICLR icon

Zeke Capital Advisors’s Icon ICLR Stock Holding History

Zeke Capital Advisors’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
2022
Q4 		– Sell
-2,435
Closed -$448K – 507
2022
Q3 		$448K Hold
2,435
– – 0.03% 224
2022
Q2 		$528K Hold
2,435
– – 0.04% 209
2022
Q1 		$592K Buy
2,435
+445
+22% +$112K 0.03% 203
2021
Q4 		$616K Buy
1,990
+82
+4% +$22.9K 0.04% 130
2021
Q3 		$500K Buy
1,908
+184
+11% +$44.7K 0.03% 146
2021
Q2 		$356K Hold
1,724
– – 0.02% 186
2021
Q1 		$339K Buy
1,724
+426
+33% +$84.1K 0.02% 182
2020
Q4 		$253K Buy
+1,298
New +$254K 0.02% 227

Other funds holding ICLR

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Zeke Capital Advisors's ICLR Position: Q4 2022 in Review

Zeke Capital Advisors sold out of Icon (ICLR) in Q4 2022, closing a stake of 2,435 shares — an estimated $448K sold.

Zeke Capital Advisors first reported a position in ICLR in Q4 2020 and held it in 8 quarters. The position peaked at $616K in Q4 2021. 527 funds tracked by Wall St. Rank hold ICLR as of Q4 2022.

  • Zeke Capital Advisors reported no remaining Icon position as of Q4 2022 after selling out during the quarter.
  • Zeke Capital Advisors sold 2,435 Icon shares in Q4 2022, an estimated $448K.
  • Zeke Capital Advisors first reported a position in Icon in Q4 2020 and held it in 8 quarters.
  • Zeke Capital Advisors's Icon position peaked at $616K in Q4 2021.
  • 527 funds tracked by Wall St. Rank held Icon as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.