Kerrisdale Advisers’s Iridium Communications IRDM Stock Holding History

Kerrisdale Advisers’s Portfolio IRDM Stock Details IRDM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-18,410	Closed	-$724K	–	67
2020 Q4	$724K	Sell	18,410 -336,725	-95%	-$10.6M	0.06%	66
2020 Q3	$9.08M	Sell	355,135 -275,364	-44%	-$7.58M	0.68%	42
2020 Q2	$16M	Buy	630,499 +81,917	+15%	+$1.92M	1.8%	20
2020 Q1	$12.3M	Sell	548,582 -86,466	-14%	-$2.24M	2.34%	17
2019 Q4	$15.6M	Buy	635,048 +248,976	+64%	+$5.97M	5.53%	6
2019 Q3	$8.22M	Buy	+386,072	New	+$9.2M	5.15%	5

Other funds holding IRDM

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Kerrisdale Advisers's IRDM Position: Q1 2021 in Review

Kerrisdale Advisers sold out of Iridium Communications (IRDM) in Q1 2021, closing a stake of 18,410 shares — an estimated $724K sold.

Kerrisdale Advisers first reported a position in IRDM in Q3 2019 and held it in 6 quarters. The position peaked at $16M in Q2 2020. 300 funds tracked by Wall St. Rank hold IRDM as of Q1 2021.

Kerrisdale Advisers reported no remaining Iridium Communications position as of Q1 2021 after selling out during the quarter.
Kerrisdale Advisers sold 18,410 Iridium Communications shares in Q1 2021, an estimated $724K.
Kerrisdale Advisers first reported a position in Iridium Communications in Q3 2019 and held it in 6 quarters.
Kerrisdale Advisers's Iridium Communications position peaked at $16M in Q2 2020.
300 funds tracked by Wall St. Rank held Iridium Communications as of Q1 2021.

Based on Kerrisdale Advisers's 13F filing for Q1 2021, filed 17 May 2021.