Bank of Montreal’s iRobot IRBT Stock Holding History

Bank of Montreal’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 Q2	–	Sell	-28,900	Closed	-$1.15M	–	4725
2020 Q1	$1.15M	Hold	28,900	–	–	﹤0.01%	1654
2019 Q4	$1.46M	Buy	+28,900	New	+$1.45M	﹤0.01%	2043
2018 Q2	–	Sell	-17,500	Closed	-$1.12M	–	4792
2018 Q1	$1.12M	Hold	17,500	–	–	﹤0.01%	1869
2017 Q4	$1.34M	Buy	+17,500	New	+$1.26M	﹤0.01%	1816

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

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Bank of Montreal's IRBT Position: Q1 2025 in Review

Bank of Montreal sold out of iRobot (IRBT) in Q1 2025, closing a stake of 16,570 shares — an estimated $128K sold.

Bank of Montreal first reported a position in IRBT in Q2 2013 and held it in 43 quarters. The position peaked at $2.61M in Q1 2017. 150 funds tracked by Wall St. Rank hold IRBT as of Q1 2025.

Bank of Montreal reported no remaining iRobot position as of Q1 2025 after selling out during the quarter.
Bank of Montreal sold 16,570 iRobot shares in Q1 2025, an estimated $128K.
Bank of Montreal first reported a position in iRobot in Q2 2013 and held it in 43 quarters.
Bank of Montreal's iRobot position peaked at $2.61M in Q1 2017.
150 funds tracked by Wall St. Rank held iRobot as of Q1 2025.

Based on Bank of Montreal's 13F filing for Q1 2025, filed 13 May 2025.