Savant Capital’s iRobot IRBT Stock Holding History

Savant Capital’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
2024 Q3	–	Sell	-10,395	Closed	-$94.7K	–	1428
2024 Q2	$94.7K	Buy	+10,395	New	+$95.7K	﹤0.01%	1209

Other funds holding IRBT

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return

Savant Capital's IRBT Position: Q3 2024 in Review

Savant Capital sold out of iRobot (IRBT) in Q3 2024, closing a stake of 10,395 shares — an estimated $94.7K sold.

Savant Capital first reported a position in IRBT in Q2 2024 and held it in 1 quarter. The position peaked at $94.7K in Q2 2024. 169 funds tracked by Wall St. Rank hold IRBT as of Q3 2024.

Savant Capital reported no remaining iRobot position as of Q3 2024 after selling out during the quarter.
Savant Capital sold 10,395 iRobot shares in Q3 2024, an estimated $94.7K.
Savant Capital first reported a position in iRobot in Q2 2024 and held it in 1 quarter.
Savant Capital's iRobot position peaked at $94.7K in Q2 2024.
169 funds tracked by Wall St. Rank held iRobot as of Q3 2024.

Based on Savant Capital's 13F filing for Q3 2024, filed 4 Nov 2024.