Advisory Research’s IAA, Inc. Common Stock IAA Stock Holding History

Advisory Research’s Portfolio IAA Stock Details IAA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-190,163	Closed	-$6.06M	–	424
2022 Q3	$6.06M	Buy	190,163 +7,676	+4%	+$272K	0.59%	36
2022 Q2	$5.98M	Buy	182,487 +87,177	+91%	+$3.19M	0.58%	36
2022 Q1	$3.65M	Buy	+95,310	New	+$3.92M	0.29%	65
2020 Q4	–	Sell	-71,443	Closed	-$3.72M	–	361
2020 Q3	$3.72M	Sell	71,443 -6,632	-8%	-$309K	0.36%	78
2020 Q2	$3.01M	Sell	78,075 -456,935	-85%	-$17M	0.27%	92
2020 Q1	$16M	Sell	535,010 -18,665	-3%	-$806K	1.11%	37
2019 Q4	$26.1M	Sell	553,675 -62,205	-10%	-$2.62M	1.2%	32
2019 Q3	$25.7M	Sell	615,880 -7,645	-1%	-$344K	1.24%	27
2019 Q2	$24.2M	Buy	+623,525	New	+$24.2M	0.48%	58

Other funds holding IAA

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

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

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

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

Advisory Research's IAA Position: Q4 2022 in Review

Advisory Research sold out of IAA, Inc. Common Stock (IAA) in Q4 2022, closing a stake of 190,163 shares — an estimated $6.06M sold.

Advisory Research first reported a position in IAA in Q2 2019 and held it in 9 quarters. The position peaked at $26.1M in Q4 2019. 321 funds tracked by Wall St. Rank hold IAA as of Q4 2022.

Advisory Research reported no remaining IAA, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
Advisory Research sold 190,163 IAA, Inc. Common Stock shares in Q4 2022, an estimated $6.06M.
Advisory Research first reported a position in IAA, Inc. Common Stock in Q2 2019 and held it in 9 quarters.
Advisory Research's IAA, Inc. Common Stock position peaked at $26.1M in Q4 2019.
321 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q4 2022.

Based on Advisory Research's 13F filing for Q4 2022, filed 13 Feb 2023.