VHAM
IRBT

Van Hulzen Asset Management’s iRobot IRBT Stock Holding History

Van Hulzen Asset Management’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
2019
Q3 		– Sell
-2,945
Closed -$270K – 274
2019
Q2 		$270K Buy
+2,945
New +$299K 0.06% 211
2019
Q1 		– Sell
-5,035
Closed -$422K – 245
2018
Q4 		$422K Buy
5,035
+2,565
+104% +$232K 0.12% 127
2018
Q3 		$272K Buy
+2,470
New +$232K 0.07% 180

Other funds holding IRBT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Van Hulzen Asset Management's IRBT Position: Q3 2019 in Review

Van Hulzen Asset Management sold out of iRobot (IRBT) in Q3 2019, closing a stake of 2,945 shares — an estimated $270K sold.

Van Hulzen Asset Management first reported a position in IRBT in Q3 2018 and held it in 3 quarters. The position peaked at $422K in Q4 2018. 232 funds tracked by Wall St. Rank hold IRBT as of Q3 2019.

  • Van Hulzen Asset Management reported no remaining iRobot position as of Q3 2019 after selling out during the quarter.
  • Van Hulzen Asset Management sold 2,945 iRobot shares in Q3 2019, an estimated $270K.
  • Van Hulzen Asset Management first reported a position in iRobot in Q3 2018 and held it in 3 quarters.
  • Van Hulzen Asset Management's iRobot position peaked at $422K in Q4 2018.
  • 232 funds tracked by Wall St. Rank held iRobot as of Q3 2019.

Based on Van Hulzen Asset Management's 13F filing for Q3 2019, filed 30 Oct 2019.