Wellington Management Group
IAA

Wellington Management Group’s IAA, Inc. Common Stock IAA Stock Holding History

Wellington Management 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
-14,077
Closed -$563K – 2144
2022
Q4 		$563K Buy
+14,077
New +$531K ﹤0.01% 1787
2022
Q1 		– Sell
-1,760,922
Closed -$89.1M – 2297
2021
Q4 		$89.1M Sell
1,760,922
-1,755,870
-50% -$93.3M 0.01% 664
2021
Q3 		$192M Sell
3,516,792
-532,492
-13% -$29.5M 0.03% 448
2021
Q2 		$221M Sell
4,049,284
-177,221
-4% -$10.2M 0.04% 417
2021
Q1 		$233M Sell
4,226,505
-937,859
-18% -$55.7M 0.04% 392
2020
Q4 		$336M Sell
5,164,364
-801,199
-13% -$48M 0.06% 295
2020
Q3 		$311M Buy
5,965,563
+195,938
+3% +$9.12M 0.06% 266
2020
Q2 		$223M Buy
5,769,625
+772,284
+15% +$28.8M 0.05% 331
2020
Q1 		$150M Sell
4,997,341
-169,351
-3% -$7.31M 0.04% 372
2019
Q4 		$243M Buy
5,166,692
+140,543
+3% +$5.92M 0.05% 347
2019
Q3 		$210M Buy
5,026,149
+952,425
+23% +$42.9M 0.05% 359
2019
Q2 		$158M Buy
+4,073,724
New +$158M 0.04% 434

Other funds holding IAA

IA
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
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Wellington Management Group's IAA Position: Q1 2023 in Review

Wellington Management Group sold out of IAA, Inc. Common Stock (IAA) in Q1 2023, closing a stake of 14,077 shares — an estimated $563K sold.

Wellington Management Group first reported a position in IAA in Q2 2019 and held it in 12 quarters. The position peaked at $336M in Q4 2020. 3 funds tracked by Wall St. Rank hold IAA as of Q1 2023.

  • Wellington Management Group reported no remaining IAA, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Wellington Management Group sold 14,077 IAA, Inc. Common Stock shares in Q1 2023, an estimated $563K.
  • Wellington Management Group first reported a position in IAA, Inc. Common Stock in Q2 2019 and held it in 12 quarters.
  • Wellington Management Group's IAA, Inc. Common Stock position peaked at $336M in Q4 2020.
  • 3 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q1 2023.

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