1834 Investment Advisors’s iRobot IRBT Stock Holding History

1834 Investment Advisors’s Portfolio IRBT Stock Details IRBT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-300	Closed	-$11K	–	326
2022 Q2	$11K	Hold	300	–	–	﹤0.01%	370
2022 Q1	$19K	Hold	300	–	–	﹤0.01%	314
2021 Q4	$20K	Hold	300	–	–	﹤0.01%	332
2021 Q3	$24K	Hold	300	–	–	﹤0.01%	325
2021 Q2	$28K	Hold	300	–	–	﹤0.01%	323
2021 Q1	$37K	Hold	300	–	–	﹤0.01%	283
2020 Q4	$24K	Hold	300	–	–	﹤0.01%	307
2020 Q3	$23K	Hold	300	–	–	﹤0.01%	298
2020 Q2	$25K	Hold	300	–	–	﹤0.01%	278
2020 Q1	$12K	Hold	300	–	–	﹤0.01%	324
2019 Q4	$15K	Hold	300	–	–	﹤0.01%	349
2019 Q3	$19K	Hold	300	–	–	﹤0.01%	330
2019 Q2	$27K	Hold	300	–	–	﹤0.01%	319
2019 Q1	$35K	Hold	300	–	–	0.01%	301
2018 Q4	$25K	Hold	300	–	–	﹤0.01%	309
2018 Q3	$33K	Hold	300	–	–	﹤0.01%	303
2018 Q2	$23K	Hold	300	–	–	﹤0.01%	329
2018 Q1	$19K	Hold	300	–	–	﹤0.01%	353
2017 Q4	$23K	Buy	+300	New	+$21.6K	﹤0.01%	351

Other funds holding IRBT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.63% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

1834 Investment Advisors's IRBT Position: Q3 2022 in Review

1834 Investment Advisors sold out of iRobot (IRBT) in Q3 2022, closing a stake of 300 shares — an estimated $11K sold.

1834 Investment Advisors first reported a position in IRBT in Q4 2017 and held it in 19 quarters. The position peaked at $37K in Q1 2021. 245 funds tracked by Wall St. Rank hold IRBT as of Q3 2022.

1834 Investment Advisors reported no remaining iRobot position as of Q3 2022 after selling out during the quarter.
1834 Investment Advisors sold 300 iRobot shares in Q3 2022, an estimated $11K.
1834 Investment Advisors first reported a position in iRobot in Q4 2017 and held it in 19 quarters.
1834 Investment Advisors's iRobot position peaked at $37K in Q1 2021.
245 funds tracked by Wall St. Rank held iRobot as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.