Amica Retiree Medical Trust’s Iron Mountain IRM Stock Holding History

Amica Retiree Medical Trust’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
2020 Q1	–	Sell	-662	Closed	-$21K	–	272
2019 Q4	$21K	Hold	662	–	–	0.02%	313
2019 Q3	$21K	Hold	662	–	–	0.02%	336
2019 Q2	$21K	Hold	662	–	–	0.02%	367
2019 Q1	$23K	Hold	662	–	–	0.02%	347
2018 Q4	$21K	Hold	662	–	–	0.02%	345
2018 Q3	$23K	Hold	662	–	–	0.02%	336
2018 Q2	$23K	Hold	662	–	–	0.02%	342
2018 Q1	$22K	Sell	662 -801	-55%	-$27K	0.02%	345
2017 Q4	$55K	Hold	1,463	–	–	0.04%	330
2017 Q3	$57K	Buy	+1,463	New	+$54.7K	0.04%	334
2016 Q4	–	Sell	-1,789	Closed	-$67K	–	424
2016 Q3	$67K	Hold	1,789	–	–	0.06%	306
2016 Q2	$71K	Hold	1,789	–	–	0.06%	299
2016 Q1	$61K	Hold	1,789	–	–	0.05%	313
2015 Q4	$48K	Hold	1,789	–	–	0.04%	335
2015 Q3	$55K	Hold	1,789	–	–	0.05%	308
2015 Q2	$55K	Buy	+1,789	New	+$62.7K	0.05%	309

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

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

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

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

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Amica Retiree Medical Trust's IRM Position: Q1 2020 in Review

Amica Retiree Medical Trust sold out of Iron Mountain (IRM) in Q1 2020, closing a stake of 662 shares — an estimated $21K sold.

Amica Retiree Medical Trust first reported a position in IRM in Q2 2015 and held it in 16 quarters. The position peaked at $71K in Q2 2016. 537 funds tracked by Wall St. Rank hold IRM as of Q1 2020.

Amica Retiree Medical Trust reported no remaining Iron Mountain position as of Q1 2020 after selling out during the quarter.
Amica Retiree Medical Trust sold 662 Iron Mountain shares in Q1 2020, an estimated $21K.
Amica Retiree Medical Trust first reported a position in Iron Mountain in Q2 2015 and held it in 16 quarters.
Amica Retiree Medical Trust's Iron Mountain position peaked at $71K in Q2 2016.
537 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2020.

Based on Amica Retiree Medical Trust's 13F filing for Q1 2020, filed 13 May 2020.