Altshuler Shaham’s iRobot IRBT Stock Holding History

Altshuler Shaham’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
2020 Q4	–	Sell	-421	Closed	-$32K	–	428
2020 Q3	$32K	Buy	421 +267	+173%	+$20.6K	﹤0.01%	271
2020 Q2	$13K	Buy	+154	New	+$10.1K	﹤0.01%	281

Other funds holding IRBT

BlackRock New York $6.73T AUM 46.02% 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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Altshuler Shaham's IRBT Position: Q4 2020 in Review

Altshuler Shaham sold out of iRobot (IRBT) in Q4 2020, closing a stake of 421 shares — an estimated $32K sold.

Altshuler Shaham first reported a position in IRBT in Q2 2020 and held it in 2 quarters. The position peaked at $32K in Q3 2020. 287 funds tracked by Wall St. Rank hold IRBT as of Q4 2020.

Altshuler Shaham reported no remaining iRobot position as of Q4 2020 after selling out during the quarter.
Altshuler Shaham sold 421 iRobot shares in Q4 2020, an estimated $32K.
Altshuler Shaham first reported a position in iRobot in Q2 2020 and held it in 2 quarters.
Altshuler Shaham's iRobot position peaked at $32K in Q3 2020.
287 funds tracked by Wall St. Rank held iRobot as of Q4 2020.

Based on Altshuler Shaham's 13F filing for Q4 2020, filed 16 Feb 2021.