PC
IAA

Permanens Capital’s IAA, Inc. Common Stock IAA Stock Holding History

Permanens Capital’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
Q2 		– Sell
-10,759
Closed -$593K – 132
2021
Q1 		$593K Buy
10,759
+4,625
+75% +$274K 0.12% 46
2020
Q4 		$399K Buy
6,134
+3,200
+109% +$192K 0.08% 50
2020
Q3 		$153K Sell
2,934
-1,525
-34% -$71K 0.05% 52
2020
Q2 		$172K Hold
4,459
– – 0.07% 39
2020
Q1 		$134K Buy
4,459
+825
+23% +$35.6K 0.04% 39
2019
Q4 		$171K Buy
+3,634
New +$153K 0.04% 46

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MCM
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CB
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ACM
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Wellington Management Group
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Brown Advisory
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return