MOACM
IRBT

Mutual of America Capital Management’s iRobot IRBT Stock Holding History

Mutual of America Capital Management’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
2023
Q3 		– Sell
-5,319
Closed -$241K – 1464
2023
Q2 		$241K Sell
5,319
-288
-5% -$11.5K ﹤0.01% 1360
2023
Q1 		$245K Sell
5,607
-100
-2% -$4.43K ﹤0.01% 1338
2022
Q4 		$275K Buy
5,707
+289
+5% +$15.3K ﹤0.01% 1300
2022
Q3 		$305K Buy
5,418
+864
+19% +$45.3K ﹤0.01% 1230
2022
Q2 		$167K Buy
4,554
+669
+17% +$32.3K ﹤0.01% 1385
2022
Q1 		$246K Buy
3,885
+202
+5% +$12.8K ﹤0.01% 1282
2021
Q4 		$243K Sell
3,683
-58
-2% -$4.59K ﹤0.01% 1298
2021
Q3 		$294K Sell
3,741
-253
-6% -$21.6K ﹤0.01% 1235
2021
Q2 		$373K Buy
3,994
+228
+6% +$23.4K ﹤0.01% 1217
2021
Q1 		$460K Buy
3,766
+253
+7% +$28.8K ﹤0.01% 1147
2020
Q4 		$282K Buy
3,513
+150
+4% +$12.2K ﹤0.01% 1216
2020
Q3 		$255K Buy
3,363
+2,007
+148% +$155K ﹤0.01% 1172
2020
Q2 		$114K Buy
1,356
+121
+10% +$7.97K ﹤0.01% 1174
2020
Q1 		$51K Buy
1,235
+219
+22% +$10.5K ﹤0.01% 1282
2019
Q4 		$51K Sell
1,016
-21
-2% -$1.05K ﹤0.01% 1337
2019
Q3 		$64K Buy
1,037
+29
+3% +$2.08K ﹤0.01% 1276
2019
Q2 		$92K Buy
1,008
+215
+27% +$21.8K ﹤0.01% 1204
2019
Q1 		$93K Buy
793
+99
+14% +$10.5K ﹤0.01% 1174
2018
Q4 		$58K Buy
694
+169
+32% +$15.3K ﹤0.01% 1206
2018
Q3 		$58K Buy
525
+423
+415% +$39.8K ﹤0.01% 1221
2018
Q2 		$8K Buy
+102
New +$6.78K ﹤0.01% 1275

Other funds holding IRBT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SCM
Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return

Mutual of America Capital Management's IRBT Position: Q3 2023 in Review

Mutual of America Capital Management sold out of iRobot (IRBT) in Q3 2023, closing a stake of 5,319 shares — an estimated $241K sold.

Mutual of America Capital Management first reported a position in IRBT in Q2 2018 and held it in 21 quarters. The position peaked at $460K in Q1 2021. 215 funds tracked by Wall St. Rank hold IRBT as of Q3 2023.

  • Mutual of America Capital Management reported no remaining iRobot position as of Q3 2023 after selling out during the quarter.
  • Mutual of America Capital Management sold 5,319 iRobot shares in Q3 2023, an estimated $241K.
  • Mutual of America Capital Management first reported a position in iRobot in Q2 2018 and held it in 21 quarters.
  • Mutual of America Capital Management's iRobot position peaked at $460K in Q1 2021.
  • 215 funds tracked by Wall St. Rank held iRobot as of Q3 2023.

Based on Mutual of America Capital Management's 13F filing for Q3 2023, filed 9 Nov 2023.