Caption Management’s IAA, Inc. Common Stock IAA Stock Holding History

Caption 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
2023 Q1	–	Sell	-27,809	Closed	-$1.11M	–	1712
2022 Q4	$1.11M	Buy	+27,809	New	+$1.05M	0.02%	715
2021 Q3	–	Sell	-10,000	Closed	-$546K	–	1906
2021 Q2	$546K	Buy	+10,000	New	+$574K	0.01%	1022

Other funds holding IAA

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Caption Management's IAA Position: Q1 2023 in Review

Caption Management sold out of IAA, Inc. Common Stock (IAA) in Q1 2023, closing a stake of 27,809 shares — an estimated $1.11M sold.

Caption Management first reported a position in IAA in Q2 2021 and held it in 2 quarters. The position peaked at $1.11M in Q4 2022. 3 funds tracked by Wall St. Rank hold IAA as of Q1 2023.

Caption Management reported no remaining IAA, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
Caption Management sold 27,809 IAA, Inc. Common Stock shares in Q1 2023, an estimated $1.11M.
Caption Management first reported a position in IAA, Inc. Common Stock in Q2 2021 and held it in 2 quarters.
Caption Management's IAA, Inc. Common Stock position peaked at $1.11M in Q4 2022.
3 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q1 2023.

Based on Caption Management's 13F filing for Q1 2023, filed 15 May 2023.