JIM
IRBT

Jupiter Investment Management’s iRobot IRBT Stock Holding History

Jupiter 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
2018
Q1 		– Sell
-689,707
Closed -$52.9M – 403
2017
Q4 		$52.9M Buy
689,707
+355,441
+106% +$25.6M 0.49% 65
2017
Q3 		$25.8M Sell
334,266
-112,328
-25% -$10.3M 0.27% 101
2017
Q2 		$37.6M Buy
446,594
+350,292
+364% +$30.2M 0.46% 70
2017
Q1 		$6.37M Buy
96,302
+91,867
+2,071% +$5.43M 0.09% 146
2016
Q4 		$259K Sell
4,435
-66,081
-94% -$3.45M ﹤0.01% 305
2016
Q3 		$3.1M Buy
70,516
+28,820
+69% +$1.13M 0.05% 201
2016
Q2 		$1.46M Buy
41,696
+33,648
+418% +$1.23M 0.03% 276
2016
Q1 		$284K Buy
+8,048
New +$262K 0.01% 395

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Jupiter Investment Management's IRBT Position: Q1 2018 in Review

Jupiter Investment Management sold out of iRobot (IRBT) in Q1 2018, closing a stake of 689,707 shares — an estimated $52.9M sold.

Jupiter Investment Management first reported a position in IRBT in Q1 2016 and held it in 8 quarters. The position peaked at $52.9M in Q4 2017. 238 funds tracked by Wall St. Rank hold IRBT as of Q1 2018.

  • Jupiter Investment Management reported no remaining iRobot position as of Q1 2018 after selling out during the quarter.
  • Jupiter Investment Management sold 689,707 iRobot shares in Q1 2018, an estimated $52.9M.
  • Jupiter Investment Management first reported a position in iRobot in Q1 2016 and held it in 8 quarters.
  • Jupiter Investment Management's iRobot position peaked at $52.9M in Q4 2017.
  • 238 funds tracked by Wall St. Rank held iRobot as of Q1 2018.

Based on Jupiter Investment Management's 13F filing for Q1 2018, filed 14 May 2018.