Sargent Investment Group’s Iridium Communications IRDM Stock Holding History

Sargent Investment Group’s Portfolio IRDM Stock Details IRDM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-3,625	Closed	-$225K	–	210
2023 Q2	$225K	Buy	3,625 +25	+0.7%	+$1.55K	0.05%	174
2023 Q1	$223K	Buy	+3,600	New	+$215K	0.06%	175
2022 Q1	–	Sell	-5,000	Closed	-$206K	–	196
2021 Q4	$206K	Sell	5,000 -1,500	-23%	-$60.6K	0.05%	174
2021 Q3	$259K	Hold	6,500	–	–	0.06%	159
2021 Q2	$260K	Hold	6,500	–	–	0.06%	170
2021 Q1	$268K	Hold	6,500	–	–	0.07%	164
2020 Q4	$256K	Buy	+6,500	New	+$204K	0.08%	149

Other funds holding IRDM

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

SHCM

Silver Heights Capital Management Toronto, Ontario, Canada $260M AUM 6.93% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sargent Investment Group's IRDM Position: Q3 2023 in Review

Sargent Investment Group sold out of Iridium Communications (IRDM) in Q3 2023, closing a stake of 3,625 shares — an estimated $225K sold.

Sargent Investment Group first reported a position in IRDM in Q4 2020 and held it in 7 quarters. The position peaked at $268K in Q1 2021. 360 funds tracked by Wall St. Rank hold IRDM as of Q3 2023.

Sargent Investment Group reported no remaining Iridium Communications position as of Q3 2023 after selling out during the quarter.
Sargent Investment Group sold 3,625 Iridium Communications shares in Q3 2023, an estimated $225K.
Sargent Investment Group first reported a position in Iridium Communications in Q4 2020 and held it in 7 quarters.
Sargent Investment Group's Iridium Communications position peaked at $268K in Q1 2021.
360 funds tracked by Wall St. Rank held Iridium Communications as of Q3 2023.

Based on Sargent Investment Group's 13F filing for Q3 2023, filed 13 Nov 2023.