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

Henshaw 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	-42,892	Closed	-$1.72M	–	272
2022 Q4	$1.72M	Hold	42,892	–	–	0.11%	86
2022 Q3	$1.37M	Hold	42,892	–	–	0.1%	89
2022 Q2	$1.41M	Hold	42,892	–	–	0.1%	86
2022 Q1	$1.64M	Hold	42,892	–	–	0.1%	85
2021 Q4	$2.17M	Hold	42,892	–	–	0.12%	75
2021 Q3	$2.34M	Buy	42,892 +10,333	+32%	+$573K	0.15%	67
2021 Q2	$1.78M	Hold	32,559	–	–	0.11%	83
2021 Q1	$1.8M	Hold	32,559	–	–	0.12%	77
2020 Q4	$2.12M	Hold	32,559	–	–	0.16%	57
2020 Q3	$1.7M	Buy	32,559 +7,282	+29%	+$339K	0.13%	62
2020 Q2	$975K	Hold	25,277	–	–	0.08%	89
2020 Q1	$757K	Buy	25,277 +6,062	+32%	+$262K	0.08%	96
2019 Q4	$904K	Buy	19,215 +2,534	+15%	+$107K	0.07%	107
2019 Q3	$696K	Buy	+16,681	New	+$751K	0.06%	116

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 $27.7B AUM 52.44% 1-Year Est. Return

Henshaw Capital's IAA Position: Q1 2023 in Review

Henshaw Capital sold out of IAA, Inc. Common Stock (IAA) in Q1 2023, closing a stake of 42,892 shares — an estimated $1.72M sold.

Henshaw Capital first reported a position in IAA in Q3 2019 and held it in 14 quarters. The position peaked at $2.34M in Q3 2021. 3 funds tracked by Wall St. Rank hold IAA as of Q1 2023.

Henshaw Capital reported no remaining IAA, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
Henshaw Capital sold 42,892 IAA, Inc. Common Stock shares in Q1 2023, an estimated $1.72M.
Henshaw Capital first reported a position in IAA, Inc. Common Stock in Q3 2019 and held it in 14 quarters.
Henshaw Capital's IAA, Inc. Common Stock position peaked at $2.34M in Q3 2021.
3 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q1 2023.

Based on Henshaw Capital's 13F filing for Q1 2023, filed 28 May 2026.