UFF
IRDM icon

USA Financial Formulas’s Iridium Communications IRDM Stock Holding History

USA Financial Formulas’s Portfolio IRDM Stock Details IRDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,247
Closed -$102K – 445
2023
Q3 		$102K Sell
2,247
-95
-4% -$4.92K 0.15% 142
2023
Q2 		$145K Sell
2,342
-23
-1% -$1.42K 0.22% 82
2023
Q1 		$146K Buy
+2,365
New +$142K 0.24% 57

Other funds holding IRDM

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
SHCM
Silver Heights Capital Management Toronto, Ontario, Canada $260M AUM 6.93% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

USA Financial Formulas's IRDM Position: Q4 2023 in Review

USA Financial Formulas sold out of Iridium Communications (IRDM) in Q4 2023, closing a stake of 2,247 shares — an estimated $102K sold.

USA Financial Formulas first reported a position in IRDM in Q1 2023 and held it in 3 quarters. The position peaked at $146K in Q1 2023. 345 funds tracked by Wall St. Rank hold IRDM as of Q4 2023.

  • USA Financial Formulas reported no remaining Iridium Communications position as of Q4 2023 after selling out during the quarter.
  • USA Financial Formulas sold 2,247 Iridium Communications shares in Q4 2023, an estimated $102K.
  • USA Financial Formulas first reported a position in Iridium Communications in Q1 2023 and held it in 3 quarters.
  • USA Financial Formulas's Iridium Communications position peaked at $146K in Q1 2023.
  • 345 funds tracked by Wall St. Rank held Iridium Communications as of Q4 2023.

Based on USA Financial Formulas's 13F filing for Q4 2023, filed 7 Feb 2024.