ZIG
ICLR icon

Zullo Investment Group’s Icon ICLR Stock Holding History

Zullo Investment Group’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
Q1 		– Sell
-144
Closed -$28K – 406
2022
Q4 		$28K Hold
144
– – 0.02% 348
2022
Q3 		$26K Hold
144
– – 0.02% 354
2022
Q2 		$31K Sell
144
-23
-14% -$5.16K 0.02% 337
2022
Q1 		$41K Hold
167
– – 0.02% 328
2021
Q4 		$52K Buy
+167
New +$46.7K 0.03% 299

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Zullo Investment Group's ICLR Position: Q1 2023 in Review

Zullo Investment Group sold out of Icon (ICLR) in Q1 2023, closing a stake of 144 shares — an estimated $28K sold.

Zullo Investment Group first reported a position in ICLR in Q4 2021 and held it in 5 quarters. The position peaked at $52K in Q4 2021. 533 funds tracked by Wall St. Rank hold ICLR as of Q1 2023.

  • Zullo Investment Group reported no remaining Icon position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 144 Icon shares in Q1 2023, an estimated $28K.
  • Zullo Investment Group first reported a position in Icon in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Icon position peaked at $52K in Q4 2021.
  • 533 funds tracked by Wall St. Rank held Icon as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.