Goelzer Investment Management’s IAA, Inc. Common Stock IAA Stock Holding History

Goelzer Investment 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
2021 Q4	–	Sell	-43,100	Closed	-$2.35M	–	229
2021 Q3	$2.35M	Sell	43,100 -522	-1%	-$28.9K	0.21%	129
2021 Q2	$2.38M	Sell	43,622 -1,423	-3%	-$81.7K	0.2%	136
2021 Q1	$2.48M	Sell	45,045 -2,556	-5%	-$152K	0.22%	128
2020 Q4	$3.09M	Sell	47,601 -1,483	-3%	-$88.8K	0.28%	108
2020 Q3	$2.56M	Sell	49,084 -1,912	-4%	-$89K	0.24%	115
2020 Q2	$1.97M	Sell	50,996 -1,827	-3%	-$68.2K	0.19%	135
2020 Q1	$1.58M	Buy	52,823 +42	+0.1%	+$1.81K	0.18%	135
2019 Q4	$2.48M	Buy	52,781 +693	+1%	+$29.2K	0.21%	123
2019 Q3	$2.17M	Buy	52,088 +1,967	+4%	+$88.6K	0.2%	133
2019 Q2	$1.94M	Buy	+50,121	New	+$1.94M	0.18%	145

Other funds holding IAA

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

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

MCM

Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

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

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Goelzer Investment Management's IAA Position: Q4 2021 in Review

Goelzer Investment Management sold out of IAA, Inc. Common Stock (IAA) in Q4 2021, closing a stake of 43,100 shares — an estimated $2.35M sold.

Goelzer Investment Management first reported a position in IAA in Q2 2019 and held it in 10 quarters. The position peaked at $3.09M in Q4 2020. 367 funds tracked by Wall St. Rank hold IAA as of Q4 2021.

Goelzer Investment Management reported no remaining IAA, Inc. Common Stock position as of Q4 2021 after selling out during the quarter.
Goelzer Investment Management sold 43,100 IAA, Inc. Common Stock shares in Q4 2021, an estimated $2.35M.
Goelzer Investment Management first reported a position in IAA, Inc. Common Stock in Q2 2019 and held it in 10 quarters.
Goelzer Investment Management's IAA, Inc. Common Stock position peaked at $3.09M in Q4 2020.
367 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q4 2021.

Based on Goelzer Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.