Axiom Investment Management’s Iron Mountain IRM Stock Holding History

Axiom Investment Management’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 Q4	–	Sell	-300	Closed	-$13K	–	246
2022 Q3	$13K	Buy	+300	New	+$15.2K	0.03%	241
2022 Q1	–	Sell	-5,435	Closed	-$283K	–	124
2021 Q4	$283K	Hold	5,435	–	–	0.27%	91
2021 Q3	$235K	Buy	5,435 +485	+10%	+$21.8K	0.24%	98
2021 Q2	$209K	Sell	4,950 -1,000	-17%	-$41.9K	0.16%	125
2021 Q1	$220K	Buy	5,950 +5,573	+1,478%	+$186K	0.18%	116
2020 Q4	$381	Sell	377 -16,123	-98%	-$447K	0.35%	68
2020 Q3	$442K	Sell	16,500 -1,000	-6%	-$28.5K	0.5%	50
2020 Q2	$457K	Buy	17,500 +800	+5%	+$20.2K	0.6%	50
2020 Q1	$400K	Sell	16,700 -3,500	-17%	-$106K	0.71%	45
2019 Q4	$645K	Hold	20,200	–	–	0.92%	26
2019 Q3	$651K	Buy	20,200 +2,050	+11%	+$64.4K	0.5%	54
2019 Q2	$570K	Buy	18,150 +2,150	+13%	+$70.5K	0.1%	202
2019 Q1	$567K	Buy	+16,000	New	+$565K	0.11%	196

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Axiom Investment Management's IRM Position: Q4 2022 in Review

Axiom Investment Management sold out of Iron Mountain (IRM) in Q4 2022, closing a stake of 300 shares — an estimated $13K sold.

Axiom Investment Management first reported a position in IRM in Q1 2019 and held it in 13 quarters. The position peaked at $651K in Q3 2019. 782 funds tracked by Wall St. Rank hold IRM as of Q4 2022.

Axiom Investment Management reported no remaining Iron Mountain position as of Q4 2022 after selling out during the quarter.
Axiom Investment Management sold 300 Iron Mountain shares in Q4 2022, an estimated $13K.
Axiom Investment Management first reported a position in Iron Mountain in Q1 2019 and held it in 13 quarters.
Axiom Investment Management's Iron Mountain position peaked at $651K in Q3 2019.
782 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2022.

Based on Axiom Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.