HFM
IRBT

Harvest Fund Management’s iRobot IRBT Stock Holding History

Harvest Fund Management’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
2024
Q3 		– Sell
-995
Closed -$9K – 675
2024
Q2 		$9K Hold
995
– – ﹤0.01% 551
2024
Q1 		$9K Sell
995
-1,451
-59% -$23.5K ﹤0.01% 589
2023
Q4 		$93K Hold
2,446
– – 0.01% 341
2023
Q3 		$93K Buy
+2,446
New +$98.2K 0.02% 328
2019
Q2 		– Sell
-314
Closed -$37K – 402
2019
Q1 		$37K Buy
+314
New +$33.4K 0.01% 314

Other funds holding IRBT

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return

Harvest Fund Management's IRBT Position: Q3 2024 in Review

Harvest Fund Management sold out of iRobot (IRBT) in Q3 2024, closing a stake of 995 shares — an estimated $9K sold.

Harvest Fund Management first reported a position in IRBT in Q1 2019 and held it in 5 quarters. The position peaked at $93K in Q4 2023. 169 funds tracked by Wall St. Rank hold IRBT as of Q3 2024.

  • Harvest Fund Management reported no remaining iRobot position as of Q3 2024 after selling out during the quarter.
  • Harvest Fund Management sold 995 iRobot shares in Q3 2024, an estimated $9K.
  • Harvest Fund Management first reported a position in iRobot in Q1 2019 and held it in 5 quarters.
  • Harvest Fund Management's iRobot position peaked at $93K in Q4 2023.
  • 169 funds tracked by Wall St. Rank held iRobot as of Q3 2024.

Based on Harvest Fund Management's 13F filing for Q3 2024, filed 13 Nov 2024.