Bivin & Associates’s Iron Mountain IRM Stock Holding History

Bivin & Associates’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 Q2	$1K	Hold	20	–	–	﹤0.01%	274
2022 Q1	$1K	Hold	20	–	–	﹤0.01%	302
2021 Q4	$1K	Buy	+20	New	+$945	﹤0.01%	323

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

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bivin & Associates's IRM Position: Q2 2022 in Review

Bivin & Associates held its Iron Mountain (IRM) position steady in Q2 2022 at 20 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #274.

Bivin & Associates first reported a position in IRM in Q4 2021 and has held it in 3 quarters since. 766 funds tracked by Wall St. Rank hold IRM as of Q2 2022.

Bivin & Associates held 20 shares of Iron Mountain worth $1K as of Q2 2022.
Bivin & Associates left its Iron Mountain share count unchanged in Q2 2022.
Iron Mountain made up ﹤0.01% of Bivin & Associates's portfolio in Q2 2022, its #274 holding.
Bivin & Associates first reported a position in Iron Mountain in Q4 2021 and has held it in 3 quarters since.
766 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2022.

Based on Bivin & Associates's 13F filing for Q2 2022, filed 11 Aug 2022.