Howe & Rusling’s IAA, Inc. Common Stock IAA Stock Holding History

Howe & Rusling’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
2022 Q4	–	Sell	-73	Closed	-$2K	–	1124
2022 Q3	$2K	Buy	+73	New	+$2.59K	﹤0.01%	930
2020 Q1	–	Sell	-43	Closed	-$2K	–	909
2019 Q4	$2K	Sell	43 -102	-70%	-$4.29K	﹤0.01%	711
2019 Q3	$6K	Sell	145 -167	-54%	-$7.52K	﹤0.01%	537
2019 Q2	$12K	Buy	+312	New	+$12.1K	﹤0.01%	434

Other funds holding IAA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Howe & Rusling's IAA Position: Q4 2022 in Review

Howe & Rusling sold out of IAA, Inc. Common Stock (IAA) in Q4 2022, closing a stake of 73 shares — an estimated $2K sold.

Howe & Rusling first reported a position in IAA in Q2 2019 and held it in 4 quarters. The position peaked at $12K in Q2 2019. 321 funds tracked by Wall St. Rank hold IAA as of Q4 2022.

Howe & Rusling reported no remaining IAA, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
Howe & Rusling sold 73 IAA, Inc. Common Stock shares in Q4 2022, an estimated $2K.
Howe & Rusling first reported a position in IAA, Inc. Common Stock in Q2 2019 and held it in 4 quarters.
Howe & Rusling's IAA, Inc. Common Stock position peaked at $12K in Q2 2019.
321 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.