Diamant Asset Management’s Iron Mountain IRM Stock Holding History

Diamant 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 Q4	–	Sell	-14,775	Closed	-$642K	–	71
2021 Q3	$642K	Buy	+14,775	New	+$665K	0.53%	41
2021 Q1	$547K	Hold	14,775	–	–	0.48%	45
2020 Q4	$436K	Hold	14,775	–	–	0.39%	47
2020 Q3	$396K	Sell	14,775 -925	-6%	-$26.3K	0.38%	48
2020 Q2	$410K	Hold	15,700	–	–	0.43%	49
2020 Q1	$374K	Sell	15,700 -1,200	-7%	-$36.3K	0.48%	45
2019 Q4	$539K	Hold	16,900	–	–	0.5%	43
2019 Q3	$547K	Sell	16,900 -750	-4%	-$23.6K	0.55%	42
2019 Q2	$552K	Buy	17,650 +600	+4%	+$19.7K	0.55%	43
2019 Q1	$605K	Buy	17,050 +500	+3%	+$17.7K	0.61%	42
2018 Q4	$536K	Sell	16,550 -700	-4%	-$23K	0.6%	42
2018 Q3	$595K	Sell	17,250 -1,500	-8%	-$53.4K	0.55%	47
2018 Q2	$656K	Hold	18,750	–	–	0.63%	41
2018 Q1	$616K	Hold	18,750	–	–	0.6%	43
2017 Q4	$707	Buy	+18,750	New	+$744K	0.1%	41

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

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

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

Diamant Asset Management's IRM Position: Q4 2021 in Review

Diamant Asset Management sold out of Iron Mountain (IRM) in Q4 2021, closing a stake of 14,775 shares — an estimated $642K sold.

Diamant Asset Management first reported a position in IRM in Q4 2017 and held it in 15 quarters. The position peaked at $656K in Q2 2018. 753 funds tracked by Wall St. Rank hold IRM as of Q4 2021.

Diamant Asset Management reported no remaining Iron Mountain position as of Q4 2021 after selling out during the quarter.
Diamant Asset Management sold 14,775 Iron Mountain shares in Q4 2021, an estimated $642K.
Diamant Asset Management first reported a position in Iron Mountain in Q4 2017 and held it in 15 quarters.
Diamant Asset Management's Iron Mountain position peaked at $656K in Q2 2018.
753 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2021.

Based on Diamant Asset Management's 13F filing for Q4 2021, filed 31 Jan 2022.