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

Sirios 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
2020 Q2	–	Sell	-85,801	Closed	-$2.57M	–	92
2020 Q1	$2.57M	Sell	85,801 -398,088	-82%	-$17.2M	0.23%	53
2019 Q4	$22.8M	Sell	483,889 -795,417	-62%	-$33.5M	1.47%	22
2019 Q3	$53.4M	Buy	1,279,306 +348,426	+37%	+$15.7M	3.52%	11
2019 Q2	$36.1M	Buy	+930,880	New	+$36.1M	2.32%	18

Other funds holding IAA

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

Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

MWA

Marshall Wace Asia Central, Hong Kong $4.23B AUM 69.9% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

CCM

Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return

MCM

Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return

Sirios Capital Management's IAA Position: Q2 2020 in Review

Sirios Capital Management sold out of IAA, Inc. Common Stock (IAA) in Q2 2020, closing a stake of 85,801 shares — an estimated $2.57M sold.

Sirios Capital Management first reported a position in IAA in Q2 2019 and held it in 4 quarters. The position peaked at $53.4M in Q3 2019. 315 funds tracked by Wall St. Rank hold IAA as of Q2 2020.

Sirios Capital Management reported no remaining IAA, Inc. Common Stock position as of Q2 2020 after selling out during the quarter.
Sirios Capital Management sold 85,801 IAA, Inc. Common Stock shares in Q2 2020, an estimated $2.57M.
Sirios Capital Management first reported a position in IAA, Inc. Common Stock in Q2 2019 and held it in 4 quarters.
Sirios Capital Management's IAA, Inc. Common Stock position peaked at $53.4M in Q3 2019.
315 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q2 2020.

Based on Sirios Capital Management's 13F filing for Q2 2020, filed 14 Aug 2020.