BCM
IAA

Bourgeon Capital Management’s IAA, Inc. Common Stock IAA Stock Holding History

Bourgeon Capital 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
Q4 		– Sell
-9
Closed – – 489
2022
Q3 		$0 Buy
+9
New +$319 ﹤0.01% 465

Other funds holding IAA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bourgeon Capital Management's IAA Position: Q4 2022 in Review

Bourgeon Capital Management sold out of IAA, Inc. Common Stock (IAA) in Q4 2022, closing a stake of 9 shares.

Bourgeon Capital Management first reported a position in IAA in Q3 2022 and held it in 1 quarter. The position peaked at $0 in Q3 2022. 321 funds tracked by Wall St. Rank hold IAA as of Q4 2022.

  • Bourgeon Capital Management reported no remaining IAA, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
  • Bourgeon Capital Management sold 9 IAA, Inc. Common Stock shares in Q4 2022.
  • Bourgeon Capital Management first reported a position in IAA, Inc. Common Stock in Q3 2022 and held it in 1 quarter.
  • Bourgeon Capital Management's IAA, Inc. Common Stock position peaked at $0 in Q3 2022.
  • 321 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q4 2022.

Based on Bourgeon Capital Management's 13F filing for Q4 2022, filed 20 Jan 2023.