SIC
IAA

Schwartz Investment Counsel’s IAA, Inc. Common Stock IAA Stock Holding History

Schwartz Investment Counsel’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
2019
Q4 		– Sell
-175,000
Closed -$7.3M – 130
2019
Q3 		$7.3M Buy
175,000
+50,000
+40% +$2.25M 0.37% 61
2019
Q2 		$4.85M Buy
+125,000
New +$4.85M 0.25% 69

Other funds holding IAA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Schwartz Investment Counsel's IAA Position: Q4 2019 in Review

Schwartz Investment Counsel sold out of IAA, Inc. Common Stock (IAA) in Q4 2019, closing a stake of 175,000 shares — an estimated $7.3M sold.

Schwartz Investment Counsel first reported a position in IAA in Q2 2019 and held it in 2 quarters. The position peaked at $7.3M in Q3 2019. 377 funds tracked by Wall St. Rank hold IAA as of Q4 2019.

  • Schwartz Investment Counsel reported no remaining IAA, Inc. Common Stock position as of Q4 2019 after selling out during the quarter.
  • Schwartz Investment Counsel sold 175,000 IAA, Inc. Common Stock shares in Q4 2019, an estimated $7.3M.
  • Schwartz Investment Counsel first reported a position in IAA, Inc. Common Stock in Q2 2019 and held it in 2 quarters.
  • Schwartz Investment Counsel's IAA, Inc. Common Stock position peaked at $7.3M in Q3 2019.
  • 377 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q4 2019.

Based on Schwartz Investment Counsel's 13F filing for Q4 2019, filed 4 Feb 2020.