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Ellis Investment Partners’s Iron Mountain IRM Stock Holding History

Ellis Investment Partners’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
Q4 		– Sell
-116
Closed -$5K – 453
2022
Q3 		$5K Hold
116
– – ﹤0.01% 661
2022
Q2 		$5K Hold
116
– – ﹤0.01% 671
2022
Q1 		$6K Hold
116
– – ﹤0.01% 674
2021
Q4 		$6K Buy
+116
New +$5.48K ﹤0.01% 681
2020
Q3 		– Sell
-615
Closed -$16K – 734
2020
Q2 		$16K Buy
615
+212
+53% +$5.35K 0.01% 478
2020
Q1 		$8K Hold
403
– – ﹤0.01% 514
2019
Q4 		$12K Buy
+403
New +$13.2K ﹤0.01% 504

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Ellis Investment Partners's IRM Position: Q4 2022 in Review

Ellis Investment Partners sold out of Iron Mountain (IRM) in Q4 2022, closing a stake of 116 shares — an estimated $5K sold.

Ellis Investment Partners first reported a position in IRM in Q4 2019 and held it in 7 quarters. The position peaked at $16K in Q2 2020. 782 funds tracked by Wall St. Rank hold IRM as of Q4 2022.

  • Ellis Investment Partners reported no remaining Iron Mountain position as of Q4 2022 after selling out during the quarter.
  • Ellis Investment Partners sold 116 Iron Mountain shares in Q4 2022, an estimated $5K.
  • Ellis Investment Partners first reported a position in Iron Mountain in Q4 2019 and held it in 7 quarters.
  • Ellis Investment Partners's Iron Mountain position peaked at $16K in Q2 2020.
  • 782 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2022.

Based on Ellis Investment Partners's 13F filing for Q4 2022, filed 31 Jan 2023.