Disciplined Investments’s iRobot IRBT Stock Holding History

Disciplined Investments’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
2022 Q3	–	Sell	-1	Closed	–	–	1399
2022 Q2	$0	Sell	1 -4	-80%	-$193	﹤0.01%	1431
2022 Q1	$0	Buy	+5	New	+$316	﹤0.01%	1470

Other funds holding IRBT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.63% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Disciplined Investments's IRBT Position: Q3 2022 in Review

Disciplined Investments sold out of iRobot (IRBT) in Q3 2022, closing a stake of 1 share.

Disciplined Investments first reported a position in IRBT in Q1 2022 and held it in 2 quarters. The position peaked at $0 in Q2 2022. 245 funds tracked by Wall St. Rank hold IRBT as of Q3 2022.

Disciplined Investments reported no remaining iRobot position as of Q3 2022 after selling out during the quarter.
Disciplined Investments sold 1 iRobot share in Q3 2022.
Disciplined Investments first reported a position in iRobot in Q1 2022 and held it in 2 quarters.
Disciplined Investments's iRobot position peaked at $0 in Q2 2022.
245 funds tracked by Wall St. Rank held iRobot as of Q3 2022.

Based on Disciplined Investments's 13F filing for Q3 2022, filed 3 Nov 2022.