Berman Capital Advisors’s Iron Mountain IRM Stock Holding History

Berman Capital Advisors’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 Q3	$17K	Buy	402 +66	+20%	+$2.97K	﹤0.01%	1033
2021 Q2	$14K	Buy	336 +132	+65%	+$5.54K	﹤0.01%	1025
2021 Q1	$7K	Buy	204 +17	+9%	+$568	﹤0.01%	1158
2020 Q4	$5K	Buy	187 +133	+246%	+$3.69K	﹤0.01%	1148
2020 Q3	$1K	Hold	54	–	–	﹤0.01%	1461
2020 Q2	$1K	Buy	54 +19	+54%	+$480	﹤0.01%	1442
2020 Q1	$0	Sell	35 -540	-94%	-$16.3K	﹤0.01%	1563
2019 Q4	$18K	Hold	575	–	–	0.01%	565
2019 Q3	$18K	Buy	575 +399	+227%	+$12.5K	0.01%	539
2019 Q2	$5K	Hold	176	–	–	﹤0.01%	954
2019 Q1	$6K	Hold	176	–	–	﹤0.01%	818
2018 Q4	$5K	Buy	+176	New	+$5.77K	﹤0.01%	689

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Berman Capital Advisors's IRM Position: Q3 2021 in Review

Berman Capital Advisors increased its Iron Mountain (IRM) stake by 20% in Q3 2021, buying an estimated $2.97K and bringing the position to 402 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #1033.

Berman Capital Advisors first reported a position in IRM in Q4 2018 and has held it in 12 quarters since. The position peaked at $18K in Q4 2019. 711 funds tracked by Wall St. Rank hold IRM as of Q3 2021.

Berman Capital Advisors held 402 shares of Iron Mountain worth $17K as of Q3 2021.
Berman Capital Advisors bought 66 Iron Mountain shares in Q3 2021, an estimated $2.97K.
Iron Mountain made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1033 holding.
Berman Capital Advisors first reported a position in Iron Mountain in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Iron Mountain position peaked at $18K in Q4 2019.
711 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.