HIM
IRBT

Herald Investment Management’s iRobot IRBT Stock Holding History

Herald Investment 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
Q1 		– Sell
-9,800
Closed -$379K – 100
2023
Q4 		$379K Hold
9,800
– – 0.07% 94
2023
Q3 		$371K Hold
9,800
– – 0.08% 96
2023
Q2 		$443K Buy
+9,800
New +$391K 0.09% 95

Other funds holding IRBT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Herald Investment Management's IRBT Position: Q1 2024 in Review

Herald Investment Management sold out of iRobot (IRBT) in Q1 2024, closing a stake of 9,800 shares — an estimated $379K sold.

Herald Investment Management first reported a position in IRBT in Q2 2023 and held it in 3 quarters. The position peaked at $443K in Q2 2023. 177 funds tracked by Wall St. Rank hold IRBT as of Q1 2024.

  • Herald Investment Management reported no remaining iRobot position as of Q1 2024 after selling out during the quarter.
  • Herald Investment Management sold 9,800 iRobot shares in Q1 2024, an estimated $379K.
  • Herald Investment Management first reported a position in iRobot in Q2 2023 and held it in 3 quarters.
  • Herald Investment Management's iRobot position peaked at $443K in Q2 2023.
  • 177 funds tracked by Wall St. Rank held iRobot as of Q1 2024.

Based on Herald Investment Management's 13F filing for Q1 2024, filed 13 May 2024.