UBS AM
IAA

UBS AM’s IAA, Inc. Common Stock IAA Stock Holding History

UBS AM’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
-220,112
Closed -$8.8M – 2742
2022
Q4 		$8.8M Buy
220,112
+15,604
+8% +$589K ﹤0.01% 987
2022
Q3 		$6.51M Sell
204,508
-31,698
-13% -$1.12M ﹤0.01% 1106
2022
Q2 		$7.74M Buy
236,206
+12,276
+5% +$449K ﹤0.01% 1066
2022
Q1 		$8.57M Sell
223,930
-1,028,270
-82% -$42.3M ﹤0.01% 1128
2021
Q4 		$63.4M Buy
1,252,200
+249,639
+25% +$13.3M 0.02% 603
2021
Q3 		$54.7M Buy
1,002,561
+269,148
+37% +$14.9M 0.02% 601
2021
Q2 		$40M Sell
733,413
-19,247
-3% -$1.11M 0.02% 687
2021
Q1 		$41.5M Sell
752,660
-28,325
-4% -$1.68M 0.02% 668
2020
Q4 		$50.7M Sell
780,985
-748,271
-49% -$44.8M 0.02% 609
2020
Q3 		$79.6M Buy
1,529,256
+182,893
+14% +$8.51M 0.04% 397
2020
Q2 		$51.9M Buy
1,346,363
+1,115,239
+483% +$41.6M 0.03% 472
2020
Q1 		$6.92M Buy
231,124
+55,780
+32% +$2.41M 0.01% 962
2019
Q4 		$8.25M Buy
175,344
+12,008
+7% +$506K 0.01% 1010
2019
Q3 		$6.82M Sell
163,336
-9,491
-5% -$428K ﹤0.01% 1088
2019
Q2 		$6.7M Buy
+172,827
New +$6.7M ﹤0.01% 1096

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

UBS AM's IAA Position: Q1 2023 in Review

UBS AM sold out of IAA, Inc. Common Stock (IAA) in Q1 2023, closing a stake of 220,112 shares — an estimated $8.8M sold.

UBS AM first reported a position in IAA in Q2 2019 and held it in 15 quarters. The position peaked at $79.6M in Q3 2020. 3 funds tracked by Wall St. Rank hold IAA as of Q1 2023.

  • UBS AM reported no remaining IAA, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • UBS AM sold 220,112 IAA, Inc. Common Stock shares in Q1 2023, an estimated $8.8M.
  • UBS AM first reported a position in IAA, Inc. Common Stock in Q2 2019 and held it in 15 quarters.
  • UBS AM's IAA, Inc. Common Stock position peaked at $79.6M in Q3 2020.
  • 3 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q1 2023.

Based on UBS AM's 13F filing for Q1 2023, filed 15 May 2023.