KOC
IRBT

Koss-Olinger Consulting’s iRobot IRBT Stock Holding History

Koss-Olinger Consulting’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
2021
Q3 		– Sell
-3,000
Closed -$280K – 253
2021
Q2 		$280K Sell
3,000
-9,000
-75% -$923K 0.04% 189
2021
Q1 		$1.47M Buy
+12,000
New +$1.36M 0.25% 43

Other funds holding IRBT

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Koss-Olinger Consulting's IRBT Position: Q3 2021 in Review

Koss-Olinger Consulting sold out of iRobot (IRBT) in Q3 2021, closing a stake of 3,000 shares — an estimated $280K sold.

Koss-Olinger Consulting first reported a position in IRBT in Q1 2021 and held it in 2 quarters. The position peaked at $1.47M in Q1 2021. 266 funds tracked by Wall St. Rank hold IRBT as of Q3 2021.

  • Koss-Olinger Consulting reported no remaining iRobot position as of Q3 2021 after selling out during the quarter.
  • Koss-Olinger Consulting sold 3,000 iRobot shares in Q3 2021, an estimated $280K.
  • Koss-Olinger Consulting first reported a position in iRobot in Q1 2021 and held it in 2 quarters.
  • Koss-Olinger Consulting's iRobot position peaked at $1.47M in Q1 2021.
  • 266 funds tracked by Wall St. Rank held iRobot as of Q3 2021.

Based on Koss-Olinger Consulting's 13F filing for Q3 2021, filed 9 Nov 2021.