Algert Global’s IAA, Inc. Common Stock IAA Stock Holding History

Algert Global’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
2023 Q1	–	Sell	-47,913	Closed	-$1.92M	–	1359
2022 Q4	$1.92M	Sell	47,913 -15,220	-24%	-$574K	0.11%	313
2022 Q3	$2.01M	Sell	63,133 -4,536	-7%	-$161K	0.12%	270
2022 Q2	$2.22M	Buy	67,669 +13,279	+24%	+$486K	0.17%	152
2022 Q1	$2.08M	Buy	54,390 +40,351	+287%	+$1.66M	0.14%	230
2021 Q4	$711K	Sell	14,039 -2,950	-17%	-$157K	0.09%	397
2021 Q3	$927K	Buy	+16,989	New	+$942K	0.12%	263

Other funds holding IAA

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Algert Global's IAA Position: Q1 2023 in Review

Algert Global sold out of IAA, Inc. Common Stock (IAA) in Q1 2023, closing a stake of 47,913 shares — an estimated $1.92M sold.

Algert Global first reported a position in IAA in Q3 2021 and held it in 6 quarters. The position peaked at $2.22M in Q2 2022. 3 funds tracked by Wall St. Rank hold IAA as of Q1 2023.

Algert Global reported no remaining IAA, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
Algert Global sold 47,913 IAA, Inc. Common Stock shares in Q1 2023, an estimated $1.92M.
Algert Global first reported a position in IAA, Inc. Common Stock in Q3 2021 and held it in 6 quarters.
Algert Global's IAA, Inc. Common Stock position peaked at $2.22M in Q2 2022.
3 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q1 2023.

Based on Algert Global's 13F filing for Q1 2023, filed 12 May 2023.