United Capital Financial Advisors’s IAA, Inc. Common Stock IAA Stock Holding History

United Capital Financial Advisors’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
2021 Q4	–	Sell	-3,929	Closed	-$214K	–	1256
2021 Q3	$214K	Buy	3,929 +12	+0.3%	+$665	﹤0.01%	1121
2021 Q2	$214K	Sell	3,917 -50	-1%	-$2.87K	﹤0.01%	1145
2021 Q1	$219K	Buy	3,967 +52	+1%	+$3.09K	﹤0.01%	1091
2020 Q4	$254K	Sell	3,915 -1	-0%	-$60	﹤0.01%	1058
2020 Q3	$204K	Buy	+3,916	New	+$182K	﹤0.01%	1071
2020 Q1	–	Sell	-4,361	Closed	-$205K	–	1401
2019 Q4	$205K	Buy	+4,361	New	+$184K	﹤0.01%	1275
2019 Q3	–	Sell	-33,540	Closed	-$1.3M	–	1521
2019 Q2	$1.3M	Buy	+33,540	New	+$1.3M	0.01%	731

Other funds holding IAA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MCM

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

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

ACM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

United Capital Financial Advisors's IAA Position: Q4 2021 in Review

United Capital Financial Advisors sold out of IAA, Inc. Common Stock (IAA) in Q4 2021, closing a stake of 3,929 shares — an estimated $214K sold.

United Capital Financial Advisors first reported a position in IAA in Q2 2019 and held it in 7 quarters. The position peaked at $1.3M in Q2 2019. 367 funds tracked by Wall St. Rank hold IAA as of Q4 2021.

United Capital Financial Advisors reported no remaining IAA, Inc. Common Stock position as of Q4 2021 after selling out during the quarter.
United Capital Financial Advisors sold 3,929 IAA, Inc. Common Stock shares in Q4 2021, an estimated $214K.
United Capital Financial Advisors first reported a position in IAA, Inc. Common Stock in Q2 2019 and held it in 7 quarters.
United Capital Financial Advisors's IAA, Inc. Common Stock position peaked at $1.3M in Q2 2019.
367 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q4 2021.

Based on United Capital Financial Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.