Burney Company’s IAA, Inc. Common Stock IAA Stock Holding History

Burney Company’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	-13,791	Closed	-$439K	–	575
2022 Q3	$439K	Sell	13,791 -6,230	-31%	-$221K	0.02%	424
2022 Q2	$656K	Sell	20,021 -7,198	-26%	-$264K	0.03%	368
2022 Q1	$1.04M	Sell	27,219 -223,628	-89%	-$9.19M	0.05%	324
2021 Q4	$12.7M	Buy	+250,847	New	+$13.3M	0.55%	52

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

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

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

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

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

Burney Company's IAA Position: Q4 2022 in Review

Burney Company sold out of IAA, Inc. Common Stock (IAA) in Q4 2022, closing a stake of 13,791 shares — an estimated $439K sold.

Burney Company first reported a position in IAA in Q4 2021 and held it in 4 quarters. The position peaked at $12.7M in Q4 2021. 321 funds tracked by Wall St. Rank hold IAA as of Q4 2022.

Burney Company reported no remaining IAA, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
Burney Company sold 13,791 IAA, Inc. Common Stock shares in Q4 2022, an estimated $439K.
Burney Company first reported a position in IAA, Inc. Common Stock in Q4 2021 and held it in 4 quarters.
Burney Company's IAA, Inc. Common Stock position peaked at $12.7M in Q4 2021.
321 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q4 2022.

Based on Burney Company's 13F filing for Q4 2022, filed 6 Feb 2023.