GSC
IRBT

Ground Swell Capital’s iRobot IRBT Stock Holding History

Ground Swell Capital’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
Q3 		– Sell
-2,509
Closed -$234K – 100
2021
Q2 		$234K Buy
+2,509
New +$257K 1.11% 31
2014
Q3 		– Sell
-495
Closed -$20K – 2579
2014
Q2 		$20K Buy
+495
New +$17.9K 0.04% 407

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ground Swell Capital's IRBT Position: Q3 2021 in Review

Ground Swell Capital sold out of iRobot (IRBT) in Q3 2021, closing a stake of 2,509 shares — an estimated $234K sold.

Ground Swell Capital first reported a position in IRBT in Q2 2014 and held it in 2 quarters. The position peaked at $234K in Q2 2021. 266 funds tracked by Wall St. Rank hold IRBT as of Q3 2021.

  • Ground Swell Capital reported no remaining iRobot position as of Q3 2021 after selling out during the quarter.
  • Ground Swell Capital sold 2,509 iRobot shares in Q3 2021, an estimated $234K.
  • Ground Swell Capital first reported a position in iRobot in Q2 2014 and held it in 2 quarters.
  • Ground Swell Capital's iRobot position peaked at $234K in Q2 2021.
  • 266 funds tracked by Wall St. Rank held iRobot as of Q3 2021.

Based on Ground Swell Capital's 13F filing for Q3 2021, filed 12 Nov 2021.