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

UBS Group’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	-300	Closed	-$12K	–	11284
2022 Q4	$12K	Sell	300 -80,400	-100%	-$3.03M	﹤0.01%	8323
2022 Q3	$2.57M	Sell	80,700 -48,600	-38%	-$1.72M	﹤0.01%	2939
2022 Q2	$4.24M	Buy	129,300 +80,700	+166%	+$2.95M	﹤0.01%	2508
2022 Q1	$1.86M	Sell	48,600 -109,100	-69%	-$4.49M	﹤0.01%	3498
2021 Q4	$7.98M	Sell	157,700 -350,900	-69%	-$18.7M	﹤0.01%	2358
2021 Q3	$27.8M	Buy	508,600 +337,100	+197%	+$18.7M	0.01%	1245
2021 Q2	$9.35M	Buy	+171,500	New	+$9.85M	﹤0.01%	2094

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

UBS Group's IAA Position: Q1 2023 in Review

UBS Group sold out of IAA, Inc. Common Stock (IAA) in Q1 2023, closing a stake of 46,312 shares — an estimated $1.85M sold.

UBS Group first reported a position in IAA in Q2 2019 and held it in 15 quarters. The position peaked at $99.6M in Q1 2020. 3 funds tracked by Wall St. Rank hold IAA as of Q1 2023.

UBS Group reported no remaining IAA, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
UBS Group sold 46,312 IAA, Inc. Common Stock shares in Q1 2023, an estimated $1.85M.
UBS Group first reported a position in IAA, Inc. Common Stock in Q2 2019 and held it in 15 quarters.
UBS Group's IAA, Inc. Common Stock position peaked at $99.6M in Q1 2020.
3 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q1 2023.

Based on UBS Group's 13F filing for Q1 2023, filed 12 May 2023.