CPO
IRBT

Cerity Partners OCIO’s iRobot IRBT Stock Holding History

Cerity Partners OCIO’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
2021
Q4 		– Sell
-3,042
Closed -$239K – 429
2021
Q3 		$239K Hold
3,042
– – 0.01% 385
2021
Q2 		$284K Buy
+3,042
New +$312K 0.01% 356
2020
Q1 		– Sell
-4,885
Closed -$268K – 317
2019
Q4 		$268K Buy
+4,885
New +$245K 0.01% 287

Other funds holding IRBT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Cerity Partners OCIO's IRBT Position: Q4 2021 in Review

Cerity Partners OCIO sold out of iRobot (IRBT) in Q4 2021, closing a stake of 3,042 shares — an estimated $239K sold.

Cerity Partners OCIO first reported a position in IRBT in Q4 2019 and held it in 3 quarters. The position peaked at $284K in Q2 2021. 263 funds tracked by Wall St. Rank hold IRBT as of Q4 2021.

  • Cerity Partners OCIO reported no remaining iRobot position as of Q4 2021 after selling out during the quarter.
  • Cerity Partners OCIO sold 3,042 iRobot shares in Q4 2021, an estimated $239K.
  • Cerity Partners OCIO first reported a position in iRobot in Q4 2019 and held it in 3 quarters.
  • Cerity Partners OCIO's iRobot position peaked at $284K in Q2 2021.
  • 263 funds tracked by Wall St. Rank held iRobot as of Q4 2021.

Based on Cerity Partners OCIO's 13F filing for Q4 2021, filed 28 Jan 2022.