Cerity Partners’s IAA, Inc. Common Stock IAA Stock Holding History

Cerity Partners’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	-7,339	Closed	-$234K	–	1538
2022 Q3	$234K	Buy	7,339 +141	+2%	+$5K	﹤0.01%	996
2022 Q2	$236K	Buy	7,198 +139	+2%	+$5.09K	﹤0.01%	1018
2022 Q1	$270K	Buy	+7,059	New	+$290K	﹤0.01%	765

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

Cerity Partners's IAA Position: Q4 2022 in Review

Cerity Partners sold out of IAA, Inc. Common Stock (IAA) in Q4 2022, closing a stake of 7,339 shares — an estimated $234K sold.

Cerity Partners first reported a position in IAA in Q1 2022 and held it in 3 quarters. The position peaked at $270K in Q1 2022. 321 funds tracked by Wall St. Rank hold IAA as of Q4 2022.

Cerity Partners reported no remaining IAA, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
Cerity Partners sold 7,339 IAA, Inc. Common Stock shares in Q4 2022, an estimated $234K.
Cerity Partners first reported a position in IAA, Inc. Common Stock in Q1 2022 and held it in 3 quarters.
Cerity Partners's IAA, Inc. Common Stock position peaked at $270K in Q1 2022.
321 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q4 2022.

Based on Cerity Partners's 13F filing for Q4 2022, filed 15 Feb 2023.