Boston Financial Management’s IAA, Inc. Common Stock IAA Stock Holding History

Boston Financial Management’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
2022 Q1	–	Sell	-8,420	Closed	-$426K	–	300
2021 Q4	$426K	Hold	8,420	–	–	0.02%	203
2021 Q3	$459K	Sell	8,420 -135	-2%	-$7.48K	0.02%	193
2021 Q2	$467K	Sell	8,555 -2,970	-26%	-$171K	0.02%	186
2021 Q1	$635K	Sell	11,525 -1,902	-14%	-$113K	0.03%	151
2020 Q4	$872K	Sell	13,427 -3,195	-19%	-$191K	0.04%	132
2020 Q3	$866K	Sell	16,622 -550	-3%	-$25.6K	0.04%	133
2020 Q2	$662K	Sell	17,172 -390,564	-96%	-$14.6M	0.04%	141
2020 Q1	$12.2M	Sell	407,736 -15,092	-4%	-$652K	0.79%	36
2019 Q4	$19.9M	Sell	422,828 -46,718	-10%	-$1.97M	1.09%	31
2019 Q3	$19.6M	Sell	469,546 -13,290	-3%	-$599K	1.11%	31
2019 Q2	$18.7M	Buy	+482,836	New	+$18.7M	1.08%	33

Other funds holding IAA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

MCM

Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return

Boston Financial Management's IAA Position: Q1 2022 in Review

Boston Financial Management sold out of IAA, Inc. Common Stock (IAA) in Q1 2022, closing a stake of 8,420 shares — an estimated $426K sold.

Boston Financial Management first reported a position in IAA in Q2 2019 and held it in 11 quarters. The position peaked at $19.9M in Q4 2019. 336 funds tracked by Wall St. Rank hold IAA as of Q1 2022.

Boston Financial Management reported no remaining IAA, Inc. Common Stock position as of Q1 2022 after selling out during the quarter.
Boston Financial Management sold 8,420 IAA, Inc. Common Stock shares in Q1 2022, an estimated $426K.
Boston Financial Management first reported a position in IAA, Inc. Common Stock in Q2 2019 and held it in 11 quarters.
Boston Financial Management's IAA, Inc. Common Stock position peaked at $19.9M in Q4 2019.
336 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q1 2022.

Based on Boston Financial Management's 13F filing for Q1 2022, filed 13 May 2022.