Ergoteles’s IAA, Inc. Common Stock IAA Stock Holding History

Ergoteles’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	-107,165	Closed	-$4.29M	–	1975
2022 Q4	$4.29M	Buy	+107,165	New	+$4.04M	0.16%	134
2020 Q4	–	Sell	-16,425	Closed	-$855K	–	970
2020 Q3	$855K	Buy	+16,425	New	+$765K	0.11%	152

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

Ergoteles's IAA Position: Q1 2023 in Review

Ergoteles sold out of IAA, Inc. Common Stock (IAA) in Q1 2023, closing a stake of 107,165 shares — an estimated $4.29M sold.

Ergoteles first reported a position in IAA in Q3 2020 and held it in 2 quarters. The position peaked at $4.29M in Q4 2022. 3 funds tracked by Wall St. Rank hold IAA as of Q1 2023.

Ergoteles reported no remaining IAA, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
Ergoteles sold 107,165 IAA, Inc. Common Stock shares in Q1 2023, an estimated $4.29M.
Ergoteles first reported a position in IAA, Inc. Common Stock in Q3 2020 and held it in 2 quarters.
Ergoteles's IAA, Inc. Common Stock position peaked at $4.29M in Q4 2022.
3 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q1 2023.

Based on Ergoteles's 13F filing for Q1 2023, filed 10 May 2023.