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Avalon Investment & Advisory’s Iron Mountain IRM Stock Holding History

Avalon Investment & Advisory’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
2023
Q1 		$18.6M Sell
351,747
-6,810
-2% -$357K 0.51% 54
2022
Q4 		$17.9M Sell
358,557
-1,089
-0.3% -$55K 0.51% 66
2022
Q3 		$15.8M Buy
359,646
+35,188
+11% +$1.78M 0.49% 69
2022
Q2 		$15.8M Buy
324,458
+667
+0.2% +$35.1K 0.45% 77
2022
Q1 		$17.9M Buy
323,791
+3,990
+1% +$190K 0.43% 76
2021
Q4 		$16.7M Sell
319,801
-65,493
-17% -$3.1M 0.41% 78
2021
Q3 		$16.7M Sell
385,294
-29,825
-7% -$1.34M 0.39% 82
2021
Q2 		$17.6M Sell
415,119
-29,111
-7% -$1.22M 0.39% 80
2021
Q1 		$16.4M Buy
+444,230
New +$14.9M 0.38% 96
2020
Q2 		– Sell
-615,551
Closed -$14.7M – 316
2020
Q1 		$14.7M Buy
615,551
+451,036
+274% +$13.7M 0.37% 85
2019
Q4 		$5.24M Sell
164,515
-294,151
-64% -$9.64M 0.11% 144
2019
Q3 		$14.9M Buy
458,666
+78,314
+21% +$2.46M 0.33% 108
2019
Q2 		$11.9M Buy
380,352
+562
+0.1% +$18.4K 0.26% 126
2019
Q1 		$13.5M Buy
379,790
+11,963
+3% +$423K 0.31% 113
2018
Q4 		$11.9M Sell
367,827
-17,751
-5% -$582K 0.31% 107
2018
Q3 		$13.3M Buy
385,578
+27,656
+8% +$985K 0.37% 98
2018
Q2 		$12.5M Sell
357,922
-17,098
-5% -$578K 0.37% 98
2018
Q1 		$12.3M Sell
375,020
-942
-0.3% -$31.7K 0.38% 98
2017
Q4 		$14.2M Buy
375,962
+877
+0.2% +$34.8K 0.44% 80
2017
Q3 		$14.6M Buy
+375,085
New +$14M 0.46% 75

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avalon Investment & Advisory's IRM Position: Q1 2023 in Review

Avalon Investment & Advisory reduced its Iron Mountain (IRM) stake by 1.9% in Q1 2023, selling an estimated $357K and leaving 351,747 shares worth $18.6M. The position accounts for 0.51% of the portfolio, ranked #54.

Avalon Investment & Advisory first reported a position in IRM in Q3 2017 and has held it in 20 quarters since. 790 funds tracked by Wall St. Rank hold IRM as of Q1 2023.

  • Avalon Investment & Advisory held 351,747 shares of Iron Mountain worth $18.6M as of Q1 2023.
  • Avalon Investment & Advisory sold 6,810 Iron Mountain shares in Q1 2023, an estimated $357K.
  • Iron Mountain made up 0.51% of Avalon Investment & Advisory's portfolio in Q1 2023, its #54 holding.
  • Avalon Investment & Advisory first reported a position in Iron Mountain in Q3 2017 and has held it in 20 quarters since.
  • 790 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2023.

Based on Avalon Investment & Advisory's 13F filing for Q1 2023, filed 15 May 2023.