Bellevue Asset Management’s iRobot IRBT Stock Holding History

Bellevue Asset Management’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
2024 Q4	–	Sell	-250	Closed	-$2.17K	–	503
2024 Q3	$2.17K	Hold	250	–	–	﹤0.01%	409
2024 Q2	$2.28K	Hold	250	–	–	﹤0.01%	394
2024 Q1	$2.19K	Sell	250 -75	-23%	-$1.21K	﹤0.01%	398
2023 Q4	$12.6K	Hold	325	–	–	0.01%	252
2023 Q3	$12.3K	Hold	325	–	–	0.01%	247
2023 Q2	$14.7K	Hold	325	–	–	0.01%	242
2023 Q1	$14.2K	Hold	325	–	–	0.01%	249
2022 Q4	$15.6K	Hold	325	–	–	0.01%	246
2022 Q3	$18K	Hold	325	–	–	0.01%	245
2022 Q2	$12K	Hold	325	–	–	0.01%	281
2022 Q1	$21K	Hold	325	–	–	0.01%	264
2021 Q4	$21K	Hold	325	–	–	0.01%	272
2021 Q3	$26K	Sell	325 -40	-11%	-$3.41K	0.02%	251
2021 Q2	$34K	Hold	365	–	–	0.02%	215
2021 Q1	$45K	Hold	365	–	–	0.03%	181
2020 Q4	$42K	Hold	365	–	–	0.03%	190
2020 Q3	$28K	Hold	365	–	–	0.02%	224
2020 Q2	$31K	Hold	365	–	–	0.03%	211
2020 Q1	$21K	Buy	365 +75	+26%	+$3.6K	0.02%	266
2019 Q4	$15K	Buy	+290	New	+$14.6K	0.01%	281

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

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

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

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bellevue Asset Management's IRBT Position: Q4 2024 in Review

Bellevue Asset Management sold out of iRobot (IRBT) in Q4 2024, closing a stake of 250 shares — an estimated $2.17K sold.

Bellevue Asset Management first reported a position in IRBT in Q4 2019 and held it in 20 quarters. The position peaked at $45K in Q1 2021. 167 funds tracked by Wall St. Rank hold IRBT as of Q4 2024.

Bellevue Asset Management reported no remaining iRobot position as of Q4 2024 after selling out during the quarter.
Bellevue Asset Management sold 250 iRobot shares in Q4 2024, an estimated $2.17K.
Bellevue Asset Management first reported a position in iRobot in Q4 2019 and held it in 20 quarters.
Bellevue Asset Management's iRobot position peaked at $45K in Q1 2021.
167 funds tracked by Wall St. Rank held iRobot as of Q4 2024.

Based on Bellevue Asset Management's 13F filing for Q4 2024, filed 6 Feb 2025.