Barnett & Company’s Iron Mountain IRM Stock Holding History

Barnett & 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
2019 Q4	–	Sell	-1,700	Closed	-$55K	–	475
2019 Q3	$55K	Hold	1,700	–	–	0.03%	154
2019 Q2	$53K	Buy	+1,700	New	+$55.7K	0.03%	162

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Barnett & Company's IRM Position: Q4 2019 in Review

Barnett & Company sold out of Iron Mountain (IRM) in Q4 2019, closing a stake of 1,700 shares — an estimated $55K sold.

Barnett & Company first reported a position in IRM in Q2 2019 and held it in 2 quarters. The position peaked at $55K in Q3 2019. 577 funds tracked by Wall St. Rank hold IRM as of Q4 2019.

Barnett & Company reported no remaining Iron Mountain position as of Q4 2019 after selling out during the quarter.
Barnett & Company sold 1,700 Iron Mountain shares in Q4 2019, an estimated $55K.
Barnett & Company first reported a position in Iron Mountain in Q2 2019 and held it in 2 quarters.
Barnett & Company's Iron Mountain position peaked at $55K in Q3 2019.
577 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2019.

Based on Barnett & Company's 13F filing for Q4 2019, filed 22 Jan 2020.