Zacks Investment Management’s iRobot IRBT Stock Holding History

Zacks Investment Management’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 Q2	–	Sell	-4,877	Closed	-$596K	–	589
2021 Q1	$596K	Buy	+4,877	New	+$554K	0.01%	409
2019 Q2	–	Sell	-4,333	Closed	-$510K	–	576
2019 Q1	$510K	Buy	+4,333	New	+$461K	0.01%	455
2018 Q4	–	Sell	-3,537	Closed	-$389K	–	545
2018 Q3	$389K	Buy	+3,537	New	+$333K	0.01%	455
2018 Q1	–	Sell	-3,356	Closed	-$257K	–	562
2017 Q4	$257K	Sell	3,356 -4,091	-55%	-$295K	0.01%	501
2017 Q3	$574K	Sell	7,447 -298	-4%	-$27.3K	0.01%	446
2017 Q2	$652K	Buy	+7,745	New	+$668K	0.02%	435
2015 Q1	–	Sell	-17,462	Closed	-$606K	–	665
2014 Q4	$606K	Buy	17,462 +8,426	+93%	+$289K	0.02%	359
2014 Q3	$275K	Buy	+9,036	New	+$310K	0.01%	549

Other funds holding IRBT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Zacks Investment Management's IRBT Position: Q2 2021 in Review

Zacks Investment Management sold out of iRobot (IRBT) in Q2 2021, closing a stake of 4,877 shares — an estimated $596K sold.

Zacks Investment Management first reported a position in IRBT in Q3 2014 and held it in 8 quarters. The position peaked at $652K in Q2 2017. 290 funds tracked by Wall St. Rank hold IRBT as of Q2 2021.

Zacks Investment Management reported no remaining iRobot position as of Q2 2021 after selling out during the quarter.
Zacks Investment Management sold 4,877 iRobot shares in Q2 2021, an estimated $596K.
Zacks Investment Management first reported a position in iRobot in Q3 2014 and held it in 8 quarters.
Zacks Investment Management's iRobot position peaked at $652K in Q2 2017.
290 funds tracked by Wall St. Rank held iRobot as of Q2 2021.

Based on Zacks Investment Management's 13F filing for Q2 2021, filed 16 Aug 2021.