Utah Peaks Capital’s iRobot IRBT Stock Holding History

Utah Peaks Capital’s Portfolio IRBT Stock Details IRBT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-50,000	Closed	-$2.18M	–	5
2023 Q1	$2.18M	Buy	50,000 +2,500	+5%	+$111K	2.89%	13
2022 Q4	$2.29M	Buy	+47,500	New	+$2.51M	4.15%	3

Other funds holding IRBT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Utah Peaks Capital's IRBT Position: Q2 2023 in Review

Utah Peaks Capital sold out of iRobot (IRBT) in Q2 2023, closing a stake of 50,000 shares — an estimated $2.18M sold.

Utah Peaks Capital first reported a position in IRBT in Q4 2022 and held it in 2 quarters. The position peaked at $2.29M in Q4 2022. 210 funds tracked by Wall St. Rank hold IRBT as of Q2 2023.

Utah Peaks Capital reported no remaining iRobot position as of Q2 2023 after selling out during the quarter.
Utah Peaks Capital sold 50,000 iRobot shares in Q2 2023, an estimated $2.18M.
Utah Peaks Capital first reported a position in iRobot in Q4 2022 and held it in 2 quarters.
Utah Peaks Capital's iRobot position peaked at $2.29M in Q4 2022.
210 funds tracked by Wall St. Rank held iRobot as of Q2 2023.

Based on Utah Peaks Capital's 13F filing for Q2 2023.