Marathon Partners Equity Management’s IAA, Inc. Common Stock IAA Stock Holding History

Marathon Partners Equity Management’s Portfolio IAA Stock Details IAA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-130,000	Closed	-$4.14M	–	31
2022 Q3	$4.14M	Buy	130,000 +42,500	+49%	+$1.51M	6.53%	6
2022 Q2	$2.87M	Buy	87,500 +37,500	+75%	+$1.37M	4.64%	7
2022 Q1	$1.91M	Buy	+50,000	New	+$2.06M	1.95%	7

Other funds holding IAA

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

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

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

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

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Marathon Partners Equity Management's IAA Position: Q4 2022 in Review

Marathon Partners Equity Management sold out of IAA, Inc. Common Stock (IAA) in Q4 2022, closing a stake of 130,000 shares — an estimated $4.14M sold.

Marathon Partners Equity Management first reported a position in IAA in Q1 2022 and held it in 3 quarters. The position peaked at $4.14M in Q3 2022. 321 funds tracked by Wall St. Rank hold IAA as of Q4 2022.

Marathon Partners Equity Management reported no remaining IAA, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
Marathon Partners Equity Management sold 130,000 IAA, Inc. Common Stock shares in Q4 2022, an estimated $4.14M.
Marathon Partners Equity Management first reported a position in IAA, Inc. Common Stock in Q1 2022 and held it in 3 quarters.
Marathon Partners Equity Management's IAA, Inc. Common Stock position peaked at $4.14M in Q3 2022.
321 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q4 2022.

Based on Marathon Partners Equity Management's 13F filing for Q4 2022, filed 14 Feb 2023.