YMRC
IRBT

Yorktown Management & Research Company’s iRobot IRBT Stock Holding History

Yorktown Management & Research Company’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
2021
Q4 		– Sell
-3,300
Closed -$259K – 259
2021
Q3 		$259K Hold
3,300
– – 0.19% 208
2021
Q2 		$308K Hold
3,300
– – 0.24% 165
2021
Q1 		$403K Hold
3,300
– – 0.33% 105
2020
Q4 		$265K Hold
3,300
– – 0.24% 182
2020
Q3 		$250K Hold
3,300
– – 0.23% 227
2020
Q2 		$277K Buy
+3,300
New +$217K 0.25% 216

Other funds holding IRBT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Yorktown Management & Research Company's IRBT Position: Q4 2021 in Review

Yorktown Management & Research Company sold out of iRobot (IRBT) in Q4 2021, closing a stake of 3,300 shares — an estimated $259K sold.

Yorktown Management & Research Company first reported a position in IRBT in Q2 2020 and held it in 6 quarters. The position peaked at $403K in Q1 2021. 263 funds tracked by Wall St. Rank hold IRBT as of Q4 2021.

  • Yorktown Management & Research Company reported no remaining iRobot position as of Q4 2021 after selling out during the quarter.
  • Yorktown Management & Research Company sold 3,300 iRobot shares in Q4 2021, an estimated $259K.
  • Yorktown Management & Research Company first reported a position in iRobot in Q2 2020 and held it in 6 quarters.
  • Yorktown Management & Research Company's iRobot position peaked at $403K in Q1 2021.
  • 263 funds tracked by Wall St. Rank held iRobot as of Q4 2021.

Based on Yorktown Management & Research Company's 13F filing for Q4 2021, filed 9 Feb 2022.