O'Shaughnessy Asset Management’s IAA, Inc. Common Stock IAA Stock Holding History

O'Shaughnessy Asset 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
2021 Q4	–	Sell	-320	Closed	-$17K	–	2702
2021 Q3	$17K	Sell	320 -18	-5%	-$998	﹤0.01%	2012
2021 Q2	$18K	Sell	338 -30	-8%	-$1.72K	﹤0.01%	1874
2021 Q1	$20K	Buy	368 +48	+15%	+$2.85K	﹤0.01%	1641
2020 Q4	$21K	Buy	320 +291	+1,003%	+$17.4K	﹤0.01%	1414
2020 Q3	$2K	Buy	+29	New	+$1.35K	﹤0.01%	1680

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

MCM

Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

O'Shaughnessy Asset Management's IAA Position: Q4 2021 in Review

O'Shaughnessy Asset Management sold out of IAA, Inc. Common Stock (IAA) in Q4 2021, closing a stake of 320 shares — an estimated $17K sold.

O'Shaughnessy Asset Management first reported a position in IAA in Q3 2020 and held it in 5 quarters. The position peaked at $21K in Q4 2020. 367 funds tracked by Wall St. Rank hold IAA as of Q4 2021.

O'Shaughnessy Asset Management reported no remaining IAA, Inc. Common Stock position as of Q4 2021 after selling out during the quarter.
O'Shaughnessy Asset Management sold 320 IAA, Inc. Common Stock shares in Q4 2021, an estimated $17K.
O'Shaughnessy Asset Management first reported a position in IAA, Inc. Common Stock in Q3 2020 and held it in 5 quarters.
O'Shaughnessy Asset Management's IAA, Inc. Common Stock position peaked at $21K in Q4 2020.
367 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q4 2021.

Based on O'Shaughnessy Asset Management's 13F filing for Q4 2021, filed 11 Feb 2022.