WHG
IAA

Westwood Holdings Group’s IAA, Inc. Common Stock IAA Stock Holding History

Westwood Holdings 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
2022
Q4 		– Sell
-346,104
Closed -$11M – 611
2022
Q3 		$11M Sell
346,104
-19,608
-5% -$696K 0.13% 170
2022
Q2 		$12M Buy
365,712
+210,172
+135% +$7.7M 0.13% 175
2022
Q1 		$5.95M Sell
155,540
-89,893
-37% -$3.7M 0.05% 225
2021
Q4 		$12.4M Buy
245,433
+14,596
+6% +$776K 0.11% 183
2021
Q3 		$12.6M Buy
230,837
+191,147
+482% +$10.6M 0.14% 177
2021
Q2 		$2.17M Buy
39,690
+177
+0.4% +$10.2K 0.02% 274
2021
Q1 		$2.18M Sell
39,513
-221,050
-85% -$13.1M 0.02% 292
2020
Q4 		$16.9M Sell
260,563
-133,852
-34% -$8.01M 0.19% 153
2020
Q3 		$20.5M Sell
394,415
-54,533
-12% -$2.54M 0.26% 130
2020
Q2 		$17.3M Sell
448,948
-47,027
-9% -$1.75M 0.23% 139
2020
Q1 		$14.9M Sell
495,975
-39,302
-7% -$1.7M 0.22% 142
2019
Q4 		$25.2M Buy
535,277
+10,141
+2% +$427K 0.27% 123
2019
Q3 		$21.9M Buy
525,136
+106,922
+26% +$4.82M 0.24% 137
2019
Q2 		$16.2M Buy
+418,214
New +$16.2M 0.18% 170

Other funds holding IAA

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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Westwood Holdings Group's IAA Position: Q4 2022 in Review

Westwood Holdings Group sold out of IAA, Inc. Common Stock (IAA) in Q4 2022, closing a stake of 346,104 shares — an estimated $11M sold.

Westwood Holdings Group first reported a position in IAA in Q2 2019 and held it in 14 quarters. The position peaked at $25.2M in Q4 2019. 321 funds tracked by Wall St. Rank hold IAA as of Q4 2022.

  • Westwood Holdings Group reported no remaining IAA, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
  • Westwood Holdings Group sold 346,104 IAA, Inc. Common Stock shares in Q4 2022, an estimated $11M.
  • Westwood Holdings Group first reported a position in IAA, Inc. Common Stock in Q2 2019 and held it in 14 quarters.
  • Westwood Holdings Group's IAA, Inc. Common Stock position peaked at $25.2M in Q4 2019.
  • 321 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q4 2022.

Based on Westwood Holdings Group's 13F filing for Q4 2022, filed 14 Feb 2023.