Stifel Financial
IAA

Stifel Financial’s IAA, Inc. Common Stock IAA Stock Holding History

Stifel Financial’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
-43,013
Closed -$1.72M – 3456
2022
Q4 		$1.72M Buy
43,013
+962
+2% +$36.3K ﹤0.01% 1626
2022
Q3 		$1.34M Buy
42,051
+16,184
+63% +$574K ﹤0.01% 1752
2022
Q2 		$847K Buy
+25,867
New +$947K ﹤0.01% 2122
2022
Q1 		– Sell
-14,826
Closed -$750K – 3540
2021
Q4 		$750K Buy
14,826
+2,653
+22% +$141K ﹤0.01% 2328
2021
Q3 		$664K Buy
12,173
+2,899
+31% +$161K ﹤0.01% 2407
2021
Q2 		$505K Buy
9,274
+260
+3% +$14.9K ﹤0.01% 2579
2021
Q1 		$497K Sell
9,014
-9,692
-52% -$575K ﹤0.01% 2494
2020
Q4 		$1.22M Sell
18,706
-7,438
-28% -$445K ﹤0.01% 1708
2020
Q3 		$1.36M Buy
26,144
+6,456
+33% +$300K ﹤0.01% 1430
2020
Q2 		$759K Sell
19,688
-14,578
-43% -$544K ﹤0.01% 1739
2020
Q1 		$1.02M Sell
34,266
-2,933
-8% -$127K ﹤0.01% 1415
2019
Q4 		$1.75M Buy
37,199
+853
+2% +$35.9K ﹤0.01% 1427
2019
Q3 		$1.52M Sell
36,346
-4,609
-11% -$208K ﹤0.01% 1485
2019
Q2 		$1.59M Buy
+40,955
New +$1.59M ﹤0.01% 1492

Other funds holding IAA

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

Stifel Financial's IAA Position: Q1 2023 in Review

Stifel Financial sold out of IAA, Inc. Common Stock (IAA) in Q1 2023, closing a stake of 43,013 shares — an estimated $1.72M sold.

Stifel Financial first reported a position in IAA in Q2 2019 and held it in 14 quarters. The position peaked at $1.75M in Q4 2019. 3 funds tracked by Wall St. Rank hold IAA as of Q1 2023.

  • Stifel Financial reported no remaining IAA, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Stifel Financial sold 43,013 IAA, Inc. Common Stock shares in Q1 2023, an estimated $1.72M.
  • Stifel Financial first reported a position in IAA, Inc. Common Stock in Q2 2019 and held it in 14 quarters.
  • Stifel Financial's IAA, Inc. Common Stock position peaked at $1.75M in Q4 2019.
  • 3 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q1 2023.

Based on Stifel Financial's 13F filing for Q1 2023, filed 12 May 2023.