NIM
IRBT

Needham Investment Management’s iRobot IRBT Stock Holding History

Needham Investment 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
2020
Q1 		– Sell
-14,500
Closed -$734K – 112
2019
Q4 		$734K Buy
+14,500
New +$728K 0.2% 71
2017
Q3 		– Sell
-3,000
Closed -$252K – 90
2017
Q2 		$252K Sell
3,000
-1,000
-25% -$86.2K 0.07% 94
2017
Q1 		$265K Hold
4,000
– – 0.07% 100
2016
Q4 		$234K Buy
+4,000
New +$209K 0.06% 95
2015
Q2 		– Sell
-15,000
Closed -$489K – 110
2015
Q1 		$489K Hold
15,000
– – 0.1% 88
2014
Q4 		$521K Hold
15,000
– – 0.11% 89
2014
Q3 		$457K Hold
15,000
– – 0.1% 90
2014
Q2 		$614K Buy
+15,000
New +$542K 0.13% 84

Other funds holding IRBT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Needham Investment Management's IRBT Position: Q1 2020 in Review

Needham Investment Management sold out of iRobot (IRBT) in Q1 2020, closing a stake of 14,500 shares — an estimated $734K sold.

Needham Investment Management first reported a position in IRBT in Q2 2014 and held it in 8 quarters. The position peaked at $734K in Q4 2019. 242 funds tracked by Wall St. Rank hold IRBT as of Q1 2020.

  • Needham Investment Management reported no remaining iRobot position as of Q1 2020 after selling out during the quarter.
  • Needham Investment Management sold 14,500 iRobot shares in Q1 2020, an estimated $734K.
  • Needham Investment Management first reported a position in iRobot in Q2 2014 and held it in 8 quarters.
  • Needham Investment Management's iRobot position peaked at $734K in Q4 2019.
  • 242 funds tracked by Wall St. Rank held iRobot as of Q1 2020.

Based on Needham Investment Management's 13F filing for Q1 2020, filed 15 May 2020.