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Concorde Asset Management’s Iron Mountain IRM Stock Holding History

Concorde Asset 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
2021
Q3 		– Sell
-40,405
Closed -$1.71M – 207
2021
Q2 		$1.71M Sell
40,405
-12,252
-23% -$514K 0.96% 29
2021
Q1 		$1.95M Buy
+52,657
New +$1.76M 1.12% 22
2020
Q3 		– Sell
-8,615
Closed -$225K – 183
2020
Q2 		$225K Sell
8,615
-185
-2% -$4.67K 0.19% 109
2020
Q1 		$209K Sell
8,800
-80
-0.9% -$2.42K 0.22% 95
2019
Q4 		$283K Sell
8,880
-1,395
-14% -$45.7K 0.2% 106
2019
Q3 		$333K Sell
10,275
-16,760
-62% -$526K 0.26% 96
2019
Q2 		$846K Buy
27,035
+7,662
+40% +$251K 0.5% 63
2019
Q1 		$687K Sell
19,373
-6,832
-26% -$241K 0.44% 76
2018
Q4 		$852K Buy
26,205
+16,590
+173% +$544K 0.72% 38
2018
Q3 		$322K Buy
9,615
+589
+7% +$21K 0.31% 89
2018
Q2 		$316K Sell
9,026
-600
-6% -$20.3K 0.36% 80
2018
Q1 		$316K Sell
9,626
-635
-6% -$21.4K 0.39% 77
2017
Q4 		$387K Sell
10,261
-739
-7% -$29.3K 0.49% 70
2017
Q3 		$428K Sell
11,000
-3,949
-26% -$148K 0.37% 79
2017
Q2 		$514K Sell
14,949
-705
-5% -$24.7K 0.69% 48
2017
Q1 		$549K Buy
15,654
+4,980
+47% +$176K 0.91% 29
2016
Q4 		$437K Buy
10,674
+2,633
+33% +$87.5K 0.78% 48
2016
Q3 		$302K Buy
8,041
+1,945
+32% +$75K 0.38% 79
2016
Q2 		$302K Buy
+6,096
New +$222K 0.3% 86

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Concorde Asset Management's IRM Position: Q3 2021 in Review

Concorde Asset Management sold out of Iron Mountain (IRM) in Q3 2021, closing a stake of 40,405 shares — an estimated $1.71M sold.

Concorde Asset Management first reported a position in IRM in Q2 2016 and held it in 19 quarters. The position peaked at $1.95M in Q1 2021. 710 funds tracked by Wall St. Rank hold IRM as of Q3 2021.

  • Concorde Asset Management reported no remaining Iron Mountain position as of Q3 2021 after selling out during the quarter.
  • Concorde Asset Management sold 40,405 Iron Mountain shares in Q3 2021, an estimated $1.71M.
  • Concorde Asset Management first reported a position in Iron Mountain in Q2 2016 and held it in 19 quarters.
  • Concorde Asset Management's Iron Mountain position peaked at $1.95M in Q1 2021.
  • 710 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2021.

Based on Concorde Asset Management's 13F filing for Q3 2021, filed 21 Oct 2021.