American National Insurance’s Iron Mountain IRM Stock Holding History

American National Insurance’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
2022 Q1	$1.69M	Sell	30,525 -6,135	-17%	-$292K	0.46%	57
2021 Q4	$1.92M	Sell	36,660 -164,690	-82%	-$7.78M	0.42%	63
2021 Q3	$8.75M	Sell	201,350 -190	-0.1%	-$8.55K	0.33%	85
2021 Q2	$8.53M	Sell	201,540 -335	-0.2%	-$14.1K	0.32%	89
2021 Q1	$7.47M	Sell	201,875 -160	-0.1%	-$5.35K	0.31%	97
2020 Q4	$5.96M	Hold	202,035	–	–	0.25%	117
2020 Q3	$5.41M	Hold	202,035	–	–	0.26%	108
2020 Q2	$5.27M	Hold	202,035	–	–	0.27%	103
2020 Q1	$4.81M	Hold	202,035	–	–	0.31%	94
2019 Q4	$6.44M	Hold	202,035	–	–	0.33%	91
2019 Q3	$6.54M	Hold	202,035	–	–	0.35%	89
2019 Q2	$6.32M	Hold	202,035	–	–	0.34%	98
2019 Q1	$7.16M	Hold	202,035	–	–	0.38%	87
2018 Q4	$6.55M	Hold	202,035	–	–	0.38%	83
2018 Q3	$6.97M	Sell	202,035 -38,750	-16%	-$1.38M	0.34%	94
2018 Q2	$8.43M	Hold	240,785	–	–	0.42%	72
2018 Q1	$7.91M	Hold	240,785	–	–	0.4%	74
2017 Q4	$9.09M	Hold	240,785	–	–	0.46%	63
2017 Q3	$9.37M	Buy	240,785 +26,900	+13%	+$1.01M	0.49%	62
2017 Q2	$7.35M	Hold	213,885	–	–	0.4%	73
2017 Q1	$7.63M	Hold	213,885	–	–	0.42%	71
2016 Q4	$6.95M	Hold	213,885	–	–	0.4%	76
2016 Q3	$8.03M	Hold	213,885	–	–	0.47%	64
2016 Q2	$8.52M	Hold	213,885	–	–	0.5%	59
2016 Q1	$7.25M	Sell	213,885 -740	-0.3%	-$21.3K	0.43%	72
2015 Q4	$5.8M	Buy	+214,625	New	+$6.3M	0.34%	91

Other funds holding IRM

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

American National Insurance's IRM Position: Q1 2022 in Review

American National Insurance reduced its Iron Mountain (IRM) stake by 17% in Q1 2022, selling an estimated $292K and leaving 30,525 shares worth $1.69M. The position accounts for 0.46% of the portfolio, ranked #57.

American National Insurance first reported a position in IRM in Q4 2015 and has held it in 26 quarters since. The position peaked at $9.37M in Q3 2017. 776 funds tracked by Wall St. Rank hold IRM as of Q1 2022.

American National Insurance held 30,525 shares of Iron Mountain worth $1.69M as of Q1 2022.
American National Insurance sold 6,135 Iron Mountain shares in Q1 2022, an estimated $292K.
Iron Mountain made up 0.46% of American National Insurance's portfolio in Q1 2022, its #57 holding.
American National Insurance first reported a position in Iron Mountain in Q4 2015 and has held it in 26 quarters since.
American National Insurance's Iron Mountain position peaked at $9.37M in Q3 2017.
776 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2022.

Based on American National Insurance's 13F filing for Q1 2022, filed 13 May 2022.