ROC
IAA

Robertson Opportunity Capital’s IAA, Inc. Common Stock IAA Stock Holding History

Robertson Opportunity 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
2022
Q4 		– Sell
-54,586
Closed -$1.74M – 26
2022
Q3 		$1.74M Hold
54,586
– – 1.07% 25
2022
Q2 		$1.79M Hold
54,586
– – 1.09% 24
2022
Q1 		$2.09M Buy
+54,586
New +$2.24M 1.02% 26

Other funds holding IAA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Robertson Opportunity Capital's IAA Position: Q4 2022 in Review

Robertson Opportunity Capital sold out of IAA, Inc. Common Stock (IAA) in Q4 2022, closing a stake of 54,586 shares — an estimated $1.74M sold.

Robertson Opportunity Capital first reported a position in IAA in Q1 2022 and held it in 3 quarters. The position peaked at $2.09M in Q1 2022. 321 funds tracked by Wall St. Rank hold IAA as of Q4 2022.

  • Robertson Opportunity Capital reported no remaining IAA, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
  • Robertson Opportunity Capital sold 54,586 IAA, Inc. Common Stock shares in Q4 2022, an estimated $1.74M.
  • Robertson Opportunity Capital first reported a position in IAA, Inc. Common Stock in Q1 2022 and held it in 3 quarters.
  • Robertson Opportunity Capital's IAA, Inc. Common Stock position peaked at $2.09M in Q1 2022.
  • 321 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q4 2022.

Based on Robertson Opportunity Capital's 13F filing for Q4 2022, filed 14 Feb 2023.