Kelly Financial Services’s iRobot IRBT Stock Holding History

Kelly Financial Services’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 Q3	–	Sell	-250	Closed	-$2.28K	–	418
2024 Q2	$2.28K	Hold	250	–	–	﹤0.01%	574
2024 Q1	$2.19K	Hold	250	–	–	﹤0.01%	586
2023 Q4	$9.68K	Hold	250	–	–	﹤0.01%	402
2023 Q3	$9.47K	Hold	250	–	–	﹤0.01%	377
2023 Q2	$11.3K	Hold	250	–	–	0.01%	351
2023 Q1	$10.9K	Hold	250	–	–	0.01%	345
2022 Q4	$12K	Hold	250	–	–	0.01%	313
2022 Q3	$14.1K	Hold	250	–	–	0.01%	288
2022 Q2	$9.19K	Hold	250	–	–	﹤0.01%	333
2022 Q1	$15.8K	Hold	250	–	–	0.01%	294
2021 Q4	$16.5K	Hold	250	–	–	0.01%	282
2021 Q3	$19.6K	Sell	250 -23,098	-99%	-$1.97M	0.01%	265
2021 Q2	$250K	Buy	23,348 +23,098	+9,239%	+$2.37M	0.01%	273
2021 Q1	$30.5K	Hold	250	–	–	0.02%	178
2020 Q4	$20.1K	Hold	250	–	–	0.01%	194
2020 Q3	$19K	Hold	250	–	–	0.01%	178
2020 Q2	$21K	Hold	250	–	–	0.02%	154
2020 Q1	$10.2K	Hold	250	–	–	0.01%	206
2019 Q4	$12.7K	Hold	250	–	–	0.01%	208
2019 Q3	$15.4K	Hold	250	–	–	0.01%	178
2019 Q2	$22.9K	Hold	250	–	–	0.02%	139
2019 Q1	$29.4K	Buy	+250	New	+$26.6K	0.03%	120

Other funds holding IRBT

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return

Kelly Financial Services's IRBT Position: Q3 2024 in Review

Kelly Financial Services sold out of iRobot (IRBT) in Q3 2024, closing a stake of 250 shares — an estimated $2.28K sold.

Kelly Financial Services first reported a position in IRBT in Q1 2019 and held it in 22 quarters. The position peaked at $250K in Q2 2021. 169 funds tracked by Wall St. Rank hold IRBT as of Q3 2024.

Kelly Financial Services reported no remaining iRobot position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 250 iRobot shares in Q3 2024, an estimated $2.28K.
Kelly Financial Services first reported a position in iRobot in Q1 2019 and held it in 22 quarters.
Kelly Financial Services's iRobot position peaked at $250K in Q2 2021.
169 funds tracked by Wall St. Rank held iRobot as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.