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CSat Investment Advisory’s Iron Mountain IRM Stock Holding History

CSat Investment Advisory’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
Q1 		$77K Sell
2,094
-105
-5% -$3.51K 0.06% 110
2020
Q4 		$65K Sell
2,199
-478
-18% -$13.3K 0.06% 115
2020
Q3 		$72K Buy
2,677
+43
+2% +$1.22K 0.01% 594
2020
Q2 		$69K Buy
2,634
+359
+16% +$9.06K 0.01% 602
2020
Q1 		$55K Buy
2,275
+100
+5% +$3.03K 0.01% 500
2019
Q4 		$69K Buy
2,175
+451
+26% +$14.8K 0.02% 493
2019
Q3 		$56K Sell
1,724
-30
-2% -$942 0.02% 479
2019
Q2 		$55K Buy
1,754
+920
+110% +$30.1K 0.02% 457
2019
Q1 		$30K Buy
834
+128
+18% +$4.52K 0.02% 225
2018
Q4 		$23K Buy
706
+130
+23% +$4.26K 0.01% 239
2018
Q3 		$20K Buy
576
+64
+13% +$2.28K 0.01% 222
2018
Q2 		$18K Buy
+512
New +$17.3K 0.01% 218

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CSat Investment Advisory's IRM Position: Q1 2021 in Review

CSat Investment Advisory reduced its Iron Mountain (IRM) stake by 4.8% in Q1 2021, selling an estimated $3.51K and leaving 2,094 shares worth $77K. The position accounts for 0.06% of the portfolio, ranked #110.

CSat Investment Advisory first reported a position in IRM in Q2 2018 and has held it in 12 quarters since. 631 funds tracked by Wall St. Rank hold IRM as of Q1 2021.

  • CSat Investment Advisory held 2,094 shares of Iron Mountain worth $77K as of Q1 2021.
  • CSat Investment Advisory sold 105 Iron Mountain shares in Q1 2021, an estimated $3.51K.
  • Iron Mountain made up 0.06% of CSat Investment Advisory's portfolio in Q1 2021, its #110 holding.
  • CSat Investment Advisory first reported a position in Iron Mountain in Q2 2018 and has held it in 12 quarters since.
  • 631 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.