Paloma Partners’s IAA, Inc. Common Stock IAA Stock Holding History

Paloma Partners’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
2022 Q3	–	Sell	-53,800	Closed	-$1.76M	–	1417
2022 Q2	$1.76M	Buy	+53,800	New	+$1.97M	0.06%	297
2022 Q1	–	Sell	-66,612	Closed	-$2.74M	–	2402
2021 Q4	$3.37M	Buy	+66,612	New	+$3.54M	0.05%	304
2021 Q3	–	Sell	-95,334	Closed	-$5.2M	–	2081
2021 Q2	$5.2M	Buy	95,334 +50,337	+112%	+$2.89M	0.09%	193
2021 Q1	$2.48M	Buy	44,997 +40,927	+1,006%	+$2.43M	0.05%	331
2020 Q4	$264K	Sell	4,070 -1,406	-26%	-$84.2K	0.01%	1231
2020 Q3	$285K	Sell	5,476 -74,721	-93%	-$3.48M	0.01%	1520
2020 Q2	$3.09M	Buy	+80,197	New	+$2.99M	0.05%	464
2019 Q4	–	Sell	-23,049	Closed	-$962K	–	2602
2019 Q3	$962K	Sell	23,049 -44,445	-66%	-$2M	0.02%	762
2019 Q2	$2.62M	Buy	+67,494	New	+$2.62M	0.04%	323

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

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

Paloma Partners's IAA Position: Q3 2022 in Review

Paloma Partners sold out of IAA, Inc. Common Stock (IAA) in Q3 2022, closing a stake of 53,800 shares — an estimated $1.76M sold.

Paloma Partners first reported a position in IAA in Q2 2019 and held it in 9 quarters. The position peaked at $5.2M in Q2 2021. 303 funds tracked by Wall St. Rank hold IAA as of Q3 2022.

Paloma Partners reported no remaining IAA, Inc. Common Stock position as of Q3 2022 after selling out during the quarter.
Paloma Partners sold 53,800 IAA, Inc. Common Stock shares in Q3 2022, an estimated $1.76M.
Paloma Partners first reported a position in IAA, Inc. Common Stock in Q2 2019 and held it in 9 quarters.
Paloma Partners's IAA, Inc. Common Stock position peaked at $5.2M in Q2 2021.
303 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q3 2022.

Based on Paloma Partners's 13F filing for Q3 2022, filed 14 Nov 2022.