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Allred Capital Management’s Iron Mountain IRM Stock Holding History

Allred Capital Management’s Portfolio IRM Stock Details IRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-101
Closed -$3.74K – 468
2021
Q1 		$3.74K Buy
+101
New +$3.38K ﹤0.01% 704
2020
Q1 		– Sell
-728
Closed -$23.2K – 404
2019
Q4 		$23.2K Buy
+728
New +$23.9K 0.01% 452

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Allred Capital Management's IRM Position: Q2 2021 in Review

Allred Capital Management sold out of Iron Mountain (IRM) in Q2 2021, closing a stake of 101 shares — an estimated $3.74K sold.

Allred Capital Management first reported a position in IRM in Q4 2019 and held it in 2 quarters. The position peaked at $23.2K in Q4 2019. 686 funds tracked by Wall St. Rank hold IRM as of Q2 2021.

  • Allred Capital Management reported no remaining Iron Mountain position as of Q2 2021 after selling out during the quarter.
  • Allred Capital Management sold 101 Iron Mountain shares in Q2 2021, an estimated $3.74K.
  • Allred Capital Management first reported a position in Iron Mountain in Q4 2019 and held it in 2 quarters.
  • Allred Capital Management's Iron Mountain position peaked at $23.2K in Q4 2019.
  • 686 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2021.

Based on Allred Capital Management's 13F filing for Q2 2021, filed 5 Aug 2021.