Beryl Capital Management’s iRobot IRBT Stock Holding History

Beryl Capital 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
2023 Q4	–	Sell	-9,065	Closed	-$344K	–	23
2023 Q3	$344K	Buy	+9,065	New	+$364K	0.04%	27

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 $169B AUM 114.72% 1-Year Est. Return

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

SCM

Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Beryl Capital Management's IRBT Position: Q4 2023 in Review

Beryl Capital Management sold out of iRobot (IRBT) in Q4 2023, closing a stake of 9,065 shares — an estimated $344K sold.

Beryl Capital Management first reported a position in IRBT in Q3 2023 and held it in 1 quarter. The position peaked at $344K in Q3 2023. 219 funds tracked by Wall St. Rank hold IRBT as of Q4 2023.

Beryl Capital Management reported no remaining iRobot position as of Q4 2023 after selling out during the quarter.
Beryl Capital Management sold 9,065 iRobot shares in Q4 2023, an estimated $344K.
Beryl Capital Management first reported a position in iRobot in Q3 2023 and held it in 1 quarter.
Beryl Capital Management's iRobot position peaked at $344K in Q3 2023.
219 funds tracked by Wall St. Rank held iRobot as of Q4 2023.

Based on Beryl Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.