Guggenheim Capital’s IAA, Inc. Common Stock IAA Stock Holding History

Guggenheim Capital’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	-11,270	Closed	-$451K	–	2048
2022 Q4	$451K	Buy	+11,270	New	+$425K	﹤0.01%	1526
2021 Q1	–	Sell	-26,855	Closed	-$1.75M	–	2188
2020 Q4	$1.75M	Buy	26,855 +579	+2%	+$34.7K	0.01%	1033
2020 Q3	$1.37M	Sell	26,276 -23,240	-47%	-$1.08M	0.01%	1064
2020 Q2	$1.91M	Sell	49,516 -9,534	-16%	-$356K	0.01%	894
2020 Q1	$1.77M	Sell	59,050 -23,711	-29%	-$1.02M	0.02%	839
2019 Q4	$3.9M	Sell	82,761 -9,541	-10%	-$402K	0.03%	752
2019 Q3	$3.85M	Sell	92,302 -38,920	-30%	-$1.75M	0.03%	721
2019 Q2	$5.09M	Buy	+131,222	New	+$5.09M	0.04%	589

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

Guggenheim Capital's IAA Position: Q1 2023 in Review

Guggenheim Capital sold out of IAA, Inc. Common Stock (IAA) in Q1 2023, closing a stake of 11,270 shares — an estimated $451K sold.

Guggenheim Capital first reported a position in IAA in Q2 2019 and held it in 8 quarters. The position peaked at $5.09M in Q2 2019. 3 funds tracked by Wall St. Rank hold IAA as of Q1 2023.

Guggenheim Capital reported no remaining IAA, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
Guggenheim Capital sold 11,270 IAA, Inc. Common Stock shares in Q1 2023, an estimated $451K.
Guggenheim Capital first reported a position in IAA, Inc. Common Stock in Q2 2019 and held it in 8 quarters.
Guggenheim Capital's IAA, Inc. Common Stock position peaked at $5.09M in Q2 2019.
3 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q1 2023.

Based on Guggenheim Capital's 13F filing for Q1 2023, filed 11 May 2023.