Lee Financial’s iRobot IRBT Stock Holding History

Lee Financial’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 Q1	–	Sell	-525	Closed	-$20.3K	–	494
2023 Q4	$20.3K	Hold	525	–	–	﹤0.01%	321
2023 Q3	$19.9K	Hold	525	–	–	﹤0.01%	299
2023 Q2	$23.8K	Hold	525	–	–	﹤0.01%	281
2023 Q1	$22.9K	Hold	525	–	–	﹤0.01%	291
2022 Q4	$25.3K	Hold	525	–	–	﹤0.01%	312
2022 Q3	$30K	Hold	525	–	–	0.01%	284
2022 Q2	$19K	Hold	525	–	–	﹤0.01%	339
2022 Q1	$33K	Hold	525	–	–	0.01%	280
2021 Q4	$35K	Hold	525	–	–	0.01%	293
2021 Q3	$41K	Hold	525	–	–	0.01%	249
2021 Q2	$49K	Hold	525	–	–	0.01%	232
2021 Q1	$64K	Hold	525	–	–	0.02%	215
2020 Q4	$42K	Hold	525	–	–	0.01%	222
2020 Q3	$40K	Hold	525	–	–	0.01%	255
2020 Q2	$44K	Hold	525	–	–	0.01%	217
2020 Q1	$21K	Hold	525	–	–	0.01%	227
2019 Q4	$27K	Hold	525	–	–	0.01%	235
2019 Q3	$32K	Hold	525	–	–	0.01%	220
2019 Q2	$48K	Hold	525	–	–	0.01%	201
2019 Q1	$62K	Hold	525	–	–	0.01%	182
2018 Q4	$44K	Hold	525	–	–	0.01%	184
2018 Q3	$58K	Hold	525	–	–	0.01%	183
2018 Q2	$40K	Hold	525	–	–	0.01%	278
2018 Q1	$34K	Hold	525	–	–	0.01%	290
2017 Q4	$40K	Hold	525	–	–	0.01%	202
2017 Q3	$40K	Hold	525	–	–	0.01%	196
2017 Q2	$44K	Hold	525	–	–	0.02%	199
2017 Q1	$35K	Hold	525	–	–	0.01%	188
2016 Q4	$31K	Buy	+525	New	+$27.4K	0.02%	201

Other funds holding IRBT

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

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Lee Financial's IRBT Position: Q1 2024 in Review

Lee Financial sold out of iRobot (IRBT) in Q1 2024, closing a stake of 525 shares — an estimated $20.3K sold.

Lee Financial first reported a position in IRBT in Q4 2016 and held it in 29 quarters. The position peaked at $64K in Q1 2021. 177 funds tracked by Wall St. Rank hold IRBT as of Q1 2024.

Lee Financial reported no remaining iRobot position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 525 iRobot shares in Q1 2024, an estimated $20.3K.
Lee Financial first reported a position in iRobot in Q4 2016 and held it in 29 quarters.
Lee Financial's iRobot position peaked at $64K in Q1 2021.
177 funds tracked by Wall St. Rank held iRobot as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.