EII Capital Management’s Iron Mountain IRM Stock Holding History

EII 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
2021 Q4	–	Sell	-25,700	Closed	-$1.12M	–	87
2021 Q3	$1.12M	Hold	25,700	–	–	0.53%	47
2021 Q2	$1.09M	Hold	25,700	–	–	0.51%	56
2021 Q1	$951K	Hold	25,700	–	–	0.5%	59
2020 Q4	$758K	Buy	25,700 +2,000	+8%	+$55.5K	0.43%	70
2020 Q3	$635K	Buy	23,700 +8,000	+51%	+$228K	0.4%	76
2020 Q2	$410K	Hold	15,700	–	–	0.27%	92
2020 Q1	$374K	Buy	15,700 +2,700	+21%	+$81.7K	0.25%	103
2019 Q4	$414	Buy	+13,000	New	+$426K	0.12%	120

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

EII Capital Management's IRM Position: Q4 2021 in Review

EII Capital Management sold out of Iron Mountain (IRM) in Q4 2021, closing a stake of 25,700 shares — an estimated $1.12M sold.

EII Capital Management first reported a position in IRM in Q4 2019 and held it in 8 quarters. The position peaked at $1.12M in Q3 2021. 753 funds tracked by Wall St. Rank hold IRM as of Q4 2021.

EII Capital Management reported no remaining Iron Mountain position as of Q4 2021 after selling out during the quarter.
EII Capital Management sold 25,700 Iron Mountain shares in Q4 2021, an estimated $1.12M.
EII Capital Management first reported a position in Iron Mountain in Q4 2019 and held it in 8 quarters.
EII Capital Management's Iron Mountain position peaked at $1.12M in Q3 2021.
753 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2021.

Based on EII Capital Management's 13F filing for Q4 2021, filed 21 Jan 2022.