WT
IAA

Whittier Trust’s IAA, Inc. Common Stock IAA Stock Holding History

Whittier Trust’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
-134
Closed -$4K – 1751
2022
Q3 		$4K Hold
134
– – ﹤0.01% 1505
2022
Q2 		$4K Sell
134
-190
-59% -$6.96K ﹤0.01% 1492
2022
Q1 		$12K Hold
324
– – ﹤0.01% 1312
2021
Q4 		$16K Hold
324
– – ﹤0.01% 1239
2021
Q3 		$18K Sell
324
-520
-62% -$28.8K ﹤0.01% 1159
2021
Q2 		$46K Hold
844
– – ﹤0.01% 975
2021
Q1 		$47K Buy
844
+219
+35% +$13K ﹤0.01% 952
2020
Q4 		$41K Buy
+625
New +$37.4K ﹤0.01% 898

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

Whittier Trust's IAA Position: Q4 2022 in Review

Whittier Trust sold out of IAA, Inc. Common Stock (IAA) in Q4 2022, closing a stake of 134 shares — an estimated $4K sold.

Whittier Trust first reported a position in IAA in Q4 2020 and held it in 8 quarters. The position peaked at $47K in Q1 2021. 321 funds tracked by Wall St. Rank hold IAA as of Q4 2022.

  • Whittier Trust reported no remaining IAA, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
  • Whittier Trust sold 134 IAA, Inc. Common Stock shares in Q4 2022, an estimated $4K.
  • Whittier Trust first reported a position in IAA, Inc. Common Stock in Q4 2020 and held it in 8 quarters.
  • Whittier Trust's IAA, Inc. Common Stock position peaked at $47K in Q1 2021.
  • 321 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q4 2022.

Based on Whittier Trust's 13F filing for Q4 2022, filed 25 Jan 2023.