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Enterprise Financial Services Corp (EFSC)’s Iron Mountain IRM Stock Holding History

Enterprise Financial Services Corp (EFSC)’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
-1,408
Closed -$60K – 787
2021
Q2 		$60K Hold
1,408
– – 0.01% 349
2021
Q1 		$53K Buy
1,408
+23
+2% +$769 0.01% 393
2020
Q4 		$41K Sell
1,385
-57
-4% -$1.58K 0.01% 415
2020
Q3 		$39K Buy
1,442
+243
+20% +$6.92K 0.01% 426
2020
Q2 		$32K Sell
1,199
-8
-0.7% -$202 0.01% 454
2020
Q1 		$29K Buy
1,207
+1,001
+486% +$30.3K 0.01% 440
2019
Q4 		$7K Sell
206
-272
-57% -$8.92K ﹤0.01% 795
2019
Q3 		$15K Buy
478
+406
+564% +$12.8K ﹤0.01% 626
2019
Q2 		$2K Sell
72
-61
-46% -$2K ﹤0.01% 1036
2019
Q1 		$5K Sell
133
-105
-44% -$3.71K ﹤0.01% 907
2018
Q4 		$8K Sell
238
-112
-32% -$3.67K 0.01% 566
2018
Q3 		$12K Buy
350
+45
+15% +$1.6K 0.01% 545
2018
Q2 		$11K Buy
305
+77
+34% +$2.6K 0.01% 570
2018
Q1 		$7K Sell
228
-62
-21% -$2.09K ﹤0.01% 658
2017
Q4 		$11K Sell
290
-104
-26% -$4.13K 0.01% 559
2017
Q3 		$15K Buy
394
+4
+1% +$149 0.01% 501
2017
Q2 		$13K Buy
390
+150
+63% +$5.25K 0.01% 539
2017
Q1 		$9K Hold
240
– – ﹤0.01% 640
2016
Q4 		$8K Buy
+240
New +$7.98K ﹤0.01% 642
2015
Q4 		– Sell
-769
Closed -$24K – 1127
2015
Q3 		$24K Sell
769
-55
-7% -$1.64K 0.02% 359
2015
Q2 		$26K Hold
824
– – 0.02% 345
2015
Q1 		$30K Hold
824
– – 0.02% 341
2014
Q4 		$32K Buy
824
+55
+7% +$2K 0.02% 324
2014
Q3 		$25K Sell
769
-63
-8% -$2.04K 0.02% 379
2014
Q2 		$27K Buy
+832
New +$22.6K 0.02% 384
2013
Q4 		– Sell
-324
Closed -$8K – 1244
2013
Q3 		$8K Buy
+324
New +$8.23K 0.01% 616

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 $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s IRM Position: Q3 2021 in Review

Enterprise Financial Services Corp (EFSC) sold out of Iron Mountain (IRM) in Q3 2021, closing a stake of 1,408 shares — an estimated $60K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in IRM in Q3 2013 and held it in 26 quarters. The position peaked at $60K in Q2 2021. 711 funds tracked by Wall St. Rank hold IRM as of Q3 2021.

  • Enterprise Financial Services Corp (EFSC) reported no remaining Iron Mountain position as of Q3 2021 after selling out during the quarter.
  • Enterprise Financial Services Corp (EFSC) sold 1,408 Iron Mountain shares in Q3 2021, an estimated $60K.
  • Enterprise Financial Services Corp (EFSC) first reported a position in Iron Mountain in Q3 2013 and held it in 26 quarters.
  • Enterprise Financial Services Corp (EFSC)'s Iron Mountain position peaked at $60K in Q2 2021.
  • 711 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2021.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q3 2021, filed 15 Nov 2021.