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Breiter Capital Management’s Iron Mountain IRM Stock Holding History

Breiter Capital 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
Q1 		$4.34M Buy
78,349
+2,746
+4% +$131K 2.15% 9
2021
Q4 		$3.96M Sell
75,603
-41
-0.1% -$1.94K 1.94% 10
2021
Q3 		$3.29M Buy
75,644
+52,228
+223% +$2.35M 1.88% 9
2021
Q2 		$991K Buy
23,416
+2,224
+10% +$93.3K 0.53% 56
2021
Q1 		$784K Sell
21,192
-197
-0.9% -$6.59K 0.81% 31
2020
Q4 		$631K Buy
+21,389
New +$593K 0.44% 62

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Breiter Capital Management's IRM Position: Q1 2022 in Review

Breiter Capital Management increased its Iron Mountain (IRM) stake by 3.6% in Q1 2022, buying an estimated $131K and bringing the position to 78,349 shares worth $4.34M. The position accounts for 2.15% of the portfolio, ranked #9.

Breiter Capital Management first reported a position in IRM in Q4 2020 and has held it in 6 quarters since. 776 funds tracked by Wall St. Rank hold IRM as of Q1 2022.

  • Breiter Capital Management held 78,349 shares of Iron Mountain worth $4.34M as of Q1 2022.
  • Breiter Capital Management bought 2,746 Iron Mountain shares in Q1 2022, an estimated $131K.
  • Iron Mountain made up 2.15% of Breiter Capital Management's portfolio in Q1 2022, its #9 holding.
  • Breiter Capital Management first reported a position in Iron Mountain in Q4 2020 and has held it in 6 quarters since.
  • 776 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2022.

Based on Breiter Capital Management's 13F filing for Q1 2022, filed 11 May 2022.