WCMNY
IRBT

Westchester Capital Management (New York)’s iRobot IRBT Stock Holding History

Westchester Capital Management (New York)’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
Q1 		– Sell
-91,629
Closed -$4.41M – 370
2022
Q4 		$4.41M Buy
+91,629
New +$4.84M 0.12% 210

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Vanguard Group
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Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 26.7% 1-Year Est. Return

Westchester Capital Management (New York)'s IRBT Position: Q1 2023 in Review

Westchester Capital Management (New York) sold out of iRobot (IRBT) in Q1 2023, closing a stake of 91,629 shares — an estimated $4.41M sold.

Westchester Capital Management (New York) first reported a position in IRBT in Q4 2022 and held it in 1 quarter. The position peaked at $4.41M in Q4 2022. 220 funds tracked by Wall St. Rank hold IRBT as of Q1 2023.

  • Westchester Capital Management (New York) reported no remaining iRobot position as of Q1 2023 after selling out during the quarter.
  • Westchester Capital Management (New York) sold 91,629 iRobot shares in Q1 2023, an estimated $4.41M.
  • Westchester Capital Management (New York) first reported a position in iRobot in Q4 2022 and held it in 1 quarter.
  • Westchester Capital Management (New York)'s iRobot position peaked at $4.41M in Q4 2022.
  • 220 funds tracked by Wall St. Rank held iRobot as of Q1 2023.

Based on Westchester Capital Management (New York)'s 13F filing for Q1 2023, filed 15 May 2023.