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Avenir Corporation’s Iron Mountain IRM Stock Holding History

Avenir Corporation’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
Q4 		– Sell
-39,130
Closed -$1.7M – 72
2021
Q3 		$1.7M Hold
39,130
– – 0.14% 37
2021
Q2 		$1.66M Hold
39,130
– – 0.13% 37
2021
Q1 		$1.45M Hold
39,130
– – 0.13% 40
2020
Q4 		$1.15M Hold
39,130
– – 0.11% 42
2020
Q3 		$1.05M Hold
39,130
– – 0.11% 40
2020
Q2 		$1.02M Buy
+39,130
New +$988K 0.12% 41
2017
Q4 		– Sell
-15,715
Closed -$611K – 69
2017
Q3 		$611K Sell
15,715
-955
-6% -$35.7K 0.05% 57
2017
Q2 		$573K Buy
+16,670
New +$583K 0.05% 57

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Avenir Corporation's IRM Position: Q4 2021 in Review

Avenir Corporation sold out of Iron Mountain (IRM) in Q4 2021, closing a stake of 39,130 shares — an estimated $1.7M sold.

Avenir Corporation first reported a position in IRM in Q2 2017 and held it in 8 quarters. The position peaked at $1.7M in Q3 2021. 754 funds tracked by Wall St. Rank hold IRM as of Q4 2021.

  • Avenir Corporation reported no remaining Iron Mountain position as of Q4 2021 after selling out during the quarter.
  • Avenir Corporation sold 39,130 Iron Mountain shares in Q4 2021, an estimated $1.7M.
  • Avenir Corporation first reported a position in Iron Mountain in Q2 2017 and held it in 8 quarters.
  • Avenir Corporation's Iron Mountain position peaked at $1.7M in Q3 2021.
  • 754 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2021.

Based on Avenir Corporation's 13F filing for Q4 2021, filed 16 Feb 2022.