Shelton Capital Management’s IAA, Inc. Common Stock IAA Stock Holding History

Shelton Capital Management’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
2023 Q1	–	Sell	-6,788	Closed	-$272K	–	773
2022 Q4	$272K	Sell	6,788 -356	-5%	-$13.4K	0.03%	489
2022 Q3	$228K	Hold	7,144	–	–	0.01%	573
2022 Q2	$234K	Hold	7,144	–	–	0.01%	599
2022 Q1	$273K	Hold	7,144	–	–	0.01%	607
2021 Q4	$362K	Sell	7,144 -520	-7%	-$27.6K	0.01%	477
2021 Q3	$418K	Hold	7,664	–	–	0.02%	413
2021 Q2	$418K	Hold	7,664	–	–	0.02%	432
2021 Q1	$423K	Hold	7,664	–	–	0.01%	426
2020 Q4	$498K	Hold	7,664	–	–	0.02%	348
2020 Q3	$399K	Buy	+7,664	New	+$357K	0.02%	470

Other funds holding IAA

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Shelton Capital Management's IAA Position: Q1 2023 in Review

Shelton Capital Management sold out of IAA, Inc. Common Stock (IAA) in Q1 2023, closing a stake of 6,788 shares — an estimated $272K sold.

Shelton Capital Management first reported a position in IAA in Q3 2020 and held it in 10 quarters. The position peaked at $498K in Q4 2020. 3 funds tracked by Wall St. Rank hold IAA as of Q1 2023.

Shelton Capital Management reported no remaining IAA, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
Shelton Capital Management sold 6,788 IAA, Inc. Common Stock shares in Q1 2023, an estimated $272K.
Shelton Capital Management first reported a position in IAA, Inc. Common Stock in Q3 2020 and held it in 10 quarters.
Shelton Capital Management's IAA, Inc. Common Stock position peaked at $498K in Q4 2020.
3 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q1 2023.

Based on Shelton Capital Management's 13F filing for Q1 2023, filed 11 May 2023.