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Ameritas Investment Company’s Iron Mountain IRM Stock Holding History

Ameritas Investment Company’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
-470
Closed -$17.4K – 1381
2021
Q1 		$17.4K Buy
+470
New +$15.7K ﹤0.01% 1345
2020
Q2 		– Sell
-732
Closed -$17K – 953
2020
Q1 		$17K Buy
+732
New +$22.2K ﹤0.01% 1051
2019
Q4 		– Sell
-1,020
Closed -$34K – 1161
2019
Q3 		$34K Buy
+1,020
New +$32K 0.01% 774
2019
Q2 		– Sell
-848
Closed -$30K – 529
2019
Q1 		$30K Sell
848
-827
-49% -$29.2K 0.01% 494
2018
Q4 		$54K Buy
+1,675
New +$54.9K 0.01% 560

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

Ameritas Investment Company's IRM Position: Q2 2021 in Review

Ameritas Investment Company sold out of Iron Mountain (IRM) in Q2 2021, closing a stake of 470 shares — an estimated $17.4K sold.

Ameritas Investment Company first reported a position in IRM in Q4 2018 and held it in 5 quarters. The position peaked at $54K in Q4 2018. 687 funds tracked by Wall St. Rank hold IRM as of Q2 2021.

  • Ameritas Investment Company reported no remaining Iron Mountain position as of Q2 2021 after selling out during the quarter.
  • Ameritas Investment Company sold 470 Iron Mountain shares in Q2 2021, an estimated $17.4K.
  • Ameritas Investment Company first reported a position in Iron Mountain in Q4 2018 and held it in 5 quarters.
  • Ameritas Investment Company's Iron Mountain position peaked at $54K in Q4 2018.
  • 687 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2021.

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