NAM
IRBT

Nichols Asset Management’s iRobot IRBT Stock Holding History

Nichols Asset 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
2013
Q4 		– Sell
-126,945
Closed -$4.78M – 133
2013
Q3 		$4.78M Buy
126,945
+120
+0.1% +$4.3K 1.32% 42
2013
Q2 		$5.04M Buy
+126,825
New +$3.96M 1.53% 35

Other funds holding IRBT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nichols Asset Management's IRBT Position: Q4 2013 in Review

Nichols Asset Management sold out of iRobot (IRBT) in Q4 2013, closing a stake of 126,945 shares — an estimated $4.78M sold.

Nichols Asset Management first reported a position in IRBT in Q2 2013 and held it in 2 quarters. The position peaked at $5.04M in Q2 2013. 164 funds tracked by Wall St. Rank hold IRBT as of Q4 2013.

  • Nichols Asset Management reported no remaining iRobot position as of Q4 2013 after selling out during the quarter.
  • Nichols Asset Management sold 126,945 iRobot shares in Q4 2013, an estimated $4.78M.
  • Nichols Asset Management first reported a position in iRobot in Q2 2013 and held it in 2 quarters.
  • Nichols Asset Management's iRobot position peaked at $5.04M in Q2 2013.
  • 164 funds tracked by Wall St. Rank held iRobot as of Q4 2013.

Based on Nichols Asset Management's 13F filing for Q4 2013, filed 11 Feb 2014.