Neuburgh Advisers’s iRobot IRBT Stock Holding History

Neuburgh Advisers’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
2019 Q3	$365K	Buy	5,916 +408	+7%	+$29.2K	0.01%	542
2019 Q2	$505K	Buy	5,508 +238	+5%	+$24.1K	0.02%	456
2019 Q1	$620K	Hold	5,270	–	–	0.02%	401
2018 Q4	$441K	Hold	5,270	–	–	0.02%	438
2018 Q3	$579K	Buy	5,270 +1,054	+25%	+$99.2K	0.02%	419
2018 Q2	$319K	Hold	4,216	–	–	0.01%	531
2018 Q1	$271K	Hold	4,216	–	–	0.01%	567
2017 Q4	$324K	Buy	4,216 +544	+15%	+$39.2K	0.01%	540
2017 Q3	$283K	Buy	3,672 +612	+20%	+$56K	0.01%	521
2017 Q2	$257K	Buy	3,060 +1,156	+61%	+$99.7K	0.01%	523
2017 Q1	$126K	Sell	1,904 -510	-21%	-$30.2K	0.01%	580
2016 Q4	$141K	Buy	+2,414	New	+$126K	0.01%	527

Other funds holding IRBT

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

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Neuburgh Advisers's IRBT Position: Q3 2019 in Review

Neuburgh Advisers increased its iRobot (IRBT) stake by 7.4% in Q3 2019, buying an estimated $29.2K and bringing the position to 5,916 shares worth $365K. The position accounts for 0.01% of the portfolio, ranked #542.

Neuburgh Advisers first reported a position in IRBT in Q4 2016 and has held it in 12 quarters since. The position peaked at $620K in Q1 2019. 232 funds tracked by Wall St. Rank hold IRBT as of Q3 2019.

Neuburgh Advisers held 5,916 shares of iRobot worth $365K as of Q3 2019.
Neuburgh Advisers bought 408 iRobot shares in Q3 2019, an estimated $29.2K.
iRobot made up 0.01% of Neuburgh Advisers's portfolio in Q3 2019, its #542 holding.
Neuburgh Advisers first reported a position in iRobot in Q4 2016 and has held it in 12 quarters since.
Neuburgh Advisers's iRobot position peaked at $620K in Q1 2019.
232 funds tracked by Wall St. Rank held iRobot as of Q3 2019.

Based on Neuburgh Advisers's 13F filing for Q3 2019, filed 14 Nov 2019.