ST
IRBT

Sageworth Trust’s iRobot IRBT Stock Holding History

Sageworth Trust’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
2023
Q2 		– Sell
-408
Closed -$17.8K – 252
2023
Q1 		$17.8K Hold
408
– – ﹤0.01% 222
2022
Q4 		$20K Hold
408
– – ﹤0.01% 176
2022
Q3 		$23K Sell
408
-1,737
-81% -$91.2K ﹤0.01% 154
2022
Q2 		$79K Buy
+2,145
New +$104K 0.01% 146
2022
Q1 		– Sell
-39
Closed -$3K – 560
2021
Q4 		$3K Sell
39
-131
-77% -$10.4K ﹤0.01% 515
2021
Q3 		$13K Hold
170
– – ﹤0.01% 475
2021
Q2 		$16K Buy
+170
New +$17.4K ﹤0.01% 454

Other funds holding IRBT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sageworth Trust's IRBT Position: Q2 2023 in Review

Sageworth Trust sold out of iRobot (IRBT) in Q2 2023, closing a stake of 408 shares — an estimated $17.8K sold.

Sageworth Trust first reported a position in IRBT in Q2 2021 and held it in 7 quarters. The position peaked at $79K in Q2 2022. 210 funds tracked by Wall St. Rank hold IRBT as of Q2 2023.

  • Sageworth Trust reported no remaining iRobot position as of Q2 2023 after selling out during the quarter.
  • Sageworth Trust sold 408 iRobot shares in Q2 2023, an estimated $17.8K.
  • Sageworth Trust first reported a position in iRobot in Q2 2021 and held it in 7 quarters.
  • Sageworth Trust's iRobot position peaked at $79K in Q2 2022.
  • 210 funds tracked by Wall St. Rank held iRobot as of Q2 2023.

Based on Sageworth Trust's 13F filing for Q2 2023, filed 26 Jul 2023.