Jacobs Levy Equity Management’s IAA, Inc. Common Stock IAA Stock Holding History

Jacobs Levy Equity Management’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	-321,717	Closed	-$10.2M	–	1073
2022 Q3	$10.2M	Buy	321,717 +253,714	+373%	+$9M	0.08%	253
2022 Q2	$2.23M	Sell	68,003 -22,558	-25%	-$826K	0.02%	580
2022 Q1	$3.46M	Buy	+90,561	New	+$3.72M	0.02%	497
2021 Q4	–	Sell	-63,280	Closed	-$3.45M	–	1113
2021 Q3	$3.45M	Buy	63,280 +383	+0.6%	+$21.2K	0.02%	506
2021 Q2	$3.43M	Buy	+62,897	New	+$3.61M	0.02%	506

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

Jacobs Levy Equity Management's IAA Position: Q4 2022 in Review

Jacobs Levy Equity Management sold out of IAA, Inc. Common Stock (IAA) in Q4 2022, closing a stake of 321,717 shares — an estimated $10.2M sold.

Jacobs Levy Equity Management first reported a position in IAA in Q2 2021 and held it in 5 quarters. The position peaked at $10.2M in Q3 2022. 321 funds tracked by Wall St. Rank hold IAA as of Q4 2022.

Jacobs Levy Equity Management reported no remaining IAA, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
Jacobs Levy Equity Management sold 321,717 IAA, Inc. Common Stock shares in Q4 2022, an estimated $10.2M.
Jacobs Levy Equity Management first reported a position in IAA, Inc. Common Stock in Q2 2021 and held it in 5 quarters.
Jacobs Levy Equity Management's IAA, Inc. Common Stock position peaked at $10.2M in Q3 2022.
321 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q4 2022.

Based on Jacobs Levy Equity Management's 13F filing for Q4 2022, filed 14 Feb 2023.