American National Registered Investment Advisor’s Iron Mountain IRM Stock Holding History

American National Registered Investment Advisor’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	$768K	Sell	13,868 -244	-2%	-$11.6K	0.27%	104
2021 Q4	$738K	Hold	14,112	–	–	0.24%	121
2021 Q3	$613K	Sell	14,112 -43	-0.3%	-$1.94K	0.22%	143
2021 Q2	$599K	Sell	14,155 -615	-4%	-$25.8K	0.21%	156
2021 Q1	$547K	Hold	14,770	–	–	0.21%	160
2020 Q4	$435K	Hold	14,770	–	–	0.17%	167
2020 Q3	$396K	Hold	14,770	–	–	0.18%	149
2020 Q2	$385K	Hold	14,770	–	–	0.19%	144
2020 Q1	$352K	Sell	14,770 -400	-3%	-$12.1K	0.22%	137
2019 Q4	$483K	Buy	15,170 +15	+0.1%	+$492	0.24%	134
2019 Q3	$491K	Hold	15,155	–	–	0.27%	121
2019 Q2	$474K	Sell	15,155 -150	-1%	-$4.92K	0.27%	127
2019 Q1	$543K	Sell	15,305 -175	-1%	-$6.18K	0.3%	112
2018 Q4	$502K	Hold	15,480	–	–	0.31%	109
2018 Q3	$534K	Sell	15,480 -3,250	-17%	-$116K	0.28%	120
2018 Q2	$656K	Hold	18,730	–	–	0.31%	117
2018 Q1	$615K	Sell	18,730 -450	-2%	-$15.2K	0.31%	118
2017 Q4	$724K	Hold	19,180	–	–	0.35%	101
2017 Q3	$746K	Sell	19,180 -6,375	-25%	-$238K	0.37%	90
2017 Q2	$878K	Hold	25,555	–	–	0.37%	89
2017 Q1	$912K	Hold	25,555	–	–	0.39%	84
2016 Q4	$830K	Hold	25,555	–	–	0.38%	89
2016 Q3	$959K	Hold	25,555	–	–	0.45%	69
2016 Q2	$1.02M	Hold	25,555	–	–	0.47%	64
2016 Q1	$867K	Hold	25,555	–	–	0.42%	72
2015 Q4	$690K	Buy	+25,555	New	+$750K	0.34%	103

Other funds holding IRM

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

American National Registered Investment Advisor's IRM Position: Q1 2022 in Review

American National Registered Investment Advisor reduced its Iron Mountain (IRM) stake by 1.7% in Q1 2022, selling an estimated $11.6K and leaving 13,868 shares worth $768K. The position accounts for 0.27% of the portfolio, ranked #104.

American National Registered Investment Advisor first reported a position in IRM in Q4 2015 and has held it in 26 quarters since. The position peaked at $1.02M in Q2 2016. 777 funds tracked by Wall St. Rank hold IRM as of Q1 2022.

American National Registered Investment Advisor held 13,868 shares of Iron Mountain worth $768K as of Q1 2022.
American National Registered Investment Advisor sold 244 Iron Mountain shares in Q1 2022, an estimated $11.6K.
Iron Mountain made up 0.27% of American National Registered Investment Advisor's portfolio in Q1 2022, its #104 holding.
American National Registered Investment Advisor first reported a position in Iron Mountain in Q4 2015 and has held it in 26 quarters since.
American National Registered Investment Advisor's Iron Mountain position peaked at $1.02M in Q2 2016.
777 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2022.

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